Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$550K Sell
2025
Q2
$1.16M Sell
2025
Q1
$3.8M Buy
2024
Q4
$8.97M Buy
2024
Q3
$42.6K Buy
2024
Q2
$50.7K Sell
2024
Q1
$230K Buy
2023
Q4
$242K Buy
2023
Q3
$168K Buy
2023
Q2
$97.4K Buy
2023
Q1
$30.1K Buy
2022
Q4
$29.1K Buy
2022
Q3
$21K Sell
2022
Q2
$19K Buy
2022
Q1
$7K Sell
2021
Q4
$28K Buy
2021
Q3
$13K Buy
2021
Q2
$2K Buy