Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$849K Sell
2025
Q2
$3.55M Buy
2025
Q1
$399K Sell
2024
Q4
$382K Buy
2024
Q3
Sell
2024
Q2
$366K Buy
2024
Q1
Sell
2023
Q4
$367K Buy
2023
Q3
Hold
2022
Q3
Sell
2022
Q2
$201K Sell
2022
Q1
$399K Buy
2021
Q4
$225K Buy
2021
Q2
Hold
2021
Q1
Hold