Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$236K Sell
2025
Q2
$264K Sell
2025
Q1
$283K Hold
2024
Q4
$286K Sell
2024
Q3
$559K Sell
2024
Q2
$624K Sell
2024
Q1
$1.04M Sell
2023
Q4
$1.85M Buy
2023
Q3
$1.72M Buy
2023
Q2
$1.91M Buy
2023
Q1
$1.81M Buy
2022
Q4
$1.75M Buy
2022
Q3
$1.21M Buy
2022
Q2
Sell
2022
Q1
$1.63M Buy
2021
Q4
$1.52M Hold
2021
Q3
$1.46M Buy