Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$640K Sell
2025
Q1
$1.2M Buy
2024
Q4
$647K Buy
2024
Q3
$770K Buy
2024
Q2
$493K Buy
2023
Q4
Sell
2023
Q3
$967K Buy
2023
Q2
Sell
2023
Q1
$475K Sell
2022
Q4
$1.81M Buy
2022
Q3
$635K Buy
2022
Q2
Sell
2022
Q1
$214K Sell
2021
Q4
$2.28M Buy
2021
Q3
Sell
2021
Q2
$849K Buy
2021
Q1
$231K Buy