Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$278K Sell
2025
Q1
$3.63M Buy
2024
Q4
$422K Sell
2024
Q3
$635K Buy
2024
Q2
$458K Sell
2024
Q1
$855K Buy
2023
Q4
$783K Buy
2023
Q2
Sell
2023
Q1
$320K Sell
2022
Q4
$737K Buy
2022
Q3
Sell
2022
Q2
$925K Buy
2021
Q3
Sell
2021
Q2
$1.18M Buy
2021
Q1
$455K Buy