Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$236K Sell
2025
Q2
$765K Sell
2025
Q1
$1.59M Buy
2024
Q4
$720K Buy
2024
Q3
$468K Buy
2024
Q2
$360K Buy
2023
Q2
Sell
2023
Q1
$566K Buy
2022
Q4
Sell
2022
Q3
$626K Buy
2022
Q2
$246K Sell
2022
Q1
$450K Buy
2020
Q4
Sell
2020
Q3
$551K Buy
2020
Q2
Sell
2020
Q1
$547K Buy