Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$141K Buy
2025
Q2
$144K Buy
2025
Q1
$94.2K Sell
2024
Q4
$185K Sell
2024
Q3
$231K Sell
2024
Q2
$210K Sell
2024
Q1
$357K Buy
2023
Q4
$324K Sell
2023
Q3
$314K Sell
2023
Q2
$479K Sell
2023
Q1
$492K Sell
2022
Q4
$698K Sell
2022
Q3
$1.41M Sell
2022
Q2
$1.7M Buy
2022
Q1
$1.68M Sell
2021
Q4
$1.66M Buy