Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$283K Sell
2025
Q2
$585K Sell
2025
Q1
$607K Sell
2024
Q4
$738K Sell
2024
Q3
$886K Sell
2024
Q2
$1.43M Sell
2024
Q1
$1.69M Buy
2023
Q4
$1.25M Sell
2023
Q3
$1.31M Sell
2023
Q2
$1.3M Buy
2023
Q1
$1.26M Buy
2022
Q4
$651K Sell
2022
Q3
$1.01M Sell
2022
Q2
$868K Buy
2022
Q1
$1.44M Buy
2021
Q4
$1M Sell
2021
Q3
$1.04M Buy