Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$509K Buy
2025
Q2
$186K Buy
2025
Q1
$97.3K Buy
2024
Q4
Sell
2024
Q3
$272K Sell
2024
Q2
$293K Sell
2024
Q1
$613K Buy
2023
Q4
$637K Sell
2023
Q3
$627K Sell
2023
Q2
$1M Sell
2023
Q1
$1.52M Sell
2022
Q4
$1.84M Sell
2022
Q3
$2M Buy
2022
Q2
$2.14M Sell
2022
Q1
$3.54M Sell
2021
Q4
$7.45M Buy
2021
Q3
$6.39M Buy