Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$240K Sell
2025
Q2
$233K Sell
2025
Q1
$944K Sell
2024
Q4
$1.35M Buy
2024
Q3
$1.13M Buy
2024
Q2
$885K Buy
2024
Q1
$468K Buy
2023
Q4
$261K Buy
2023
Q3
$211K Buy
2023
Q2
Sell
2023
Q1
$210K Buy
2022
Q4
Sell
2022
Q3
$263K Sell
2022
Q2
$395K Buy
2022
Q1
$365K Buy
2020
Q1
$226K Buy
2019
Q4
$27K Buy