Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$237K Sell
2025
Q2
$1.12M Buy
2025
Q1
$202K Sell
2024
Q4
$662K Buy
2024
Q3
Sell
2024
Q2
$1.15M Buy
2024
Q1
Sell
2023
Q4
$288K Buy
2023
Q3
Sell
2023
Q2
$512K Buy
2023
Q1
$331K Buy
2022
Q2
Sell
2022
Q1
$622K Buy
2021
Q3
Sell
2021
Q2
$308K Sell
2021
Q1
$492K Buy