Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$93.4K Sell
2025
Q2
$102K Sell
2025
Q1
$148K Sell
2024
Q4
$160K Sell
2024
Q3
$220K Sell
2024
Q2
$218K Sell
2024
Q1
$1.32M Sell
2023
Q4
$2.67M Sell
2023
Q3
$2.3M Sell
2023
Q2
$2.78M Sell
2023
Q1
$3.11M Buy
2022
Q4
$990K Sell
2022
Q3
$867K Buy
2022
Q2
$955K Sell
2022
Q1
$1.45M Sell
2021
Q4
$1.2M Buy