Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$388K Buy
2025
Q2
$353K Sell
2025
Q1
$406K Sell
2024
Q4
$904K Sell
2024
Q3
$1.42M Sell
2024
Q2
$8.97M Sell
2024
Q1
$8.82M Sell
2023
Q4
$8.39M Buy
2023
Q3
$789K Buy
2023
Q2
$739K Hold
2023
Q1
$655K Hold
2022
Q4
$542K Buy
2022
Q3
$517K Sell
2022
Q2
$539K Buy
2022
Q1
$580K Hold
2021
Q4
$641K Buy