Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$509K Buy
2025
Q2
Sell
2025
Q1
$1.29M Buy
2024
Q4
$415K Buy
2024
Q3
$293K Buy
2024
Q1
Sell
2023
Q4
$348K Sell
2023
Q3
$836K Buy
2023
Q2
$638K Sell
2023
Q1
$1.3M Buy
2022
Q1
Sell
2021
Q4
$268K Sell
2021
Q3
$560K Buy
2021
Q2
$287K Buy