Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$351K Sell
2025
Q3
$458K Buy
2025
Q2
Sell
2025
Q1
$379K Buy
2024
Q4
Sell
2024
Q3
$1.75M Buy
2024
Q2
$289K Sell
2024
Q1
$1.38M Sell
2023
Q4
$2.12M Buy
2023
Q3
$1.06M Buy
2023
Q2
$373K Sell
2023
Q1
$415K Sell
2022
Q4
$1.29M Sell
2022
Q3
$1.6M Sell
2022
Q2
$1.96M Buy
2022
Q1
$968K Sell
2021
Q4
$1.21M Buy
2021
Q3
$1.05M Buy
2021
Q2
$660K Sell
2021
Q1
$1.77M Buy