Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$576K Buy
2025
Q2
$532K Sell
2025
Q1
$660K Sell
2024
Q4
$1.06M Sell
2024
Q3
$1.12M Sell
2024
Q2
$973K Sell
2024
Q1
$6.07M Sell
2023
Q4
$5.27M Sell
2023
Q3
$4.84M Buy
2023
Q2
$21.1K Hold
2023
Q1
$18K Sell
2022
Q4
$15K Hold
2022
Q3
$13K Sell
2022
Q2
$38K Sell
2022
Q1
$56K Hold
2021
Q4
$75K Buy