Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$657K Sell
2025
Q2
$550K Sell
2025
Q1
$732K Sell
2024
Q4
$1.04M Buy
2023
Q2
Sell
2023
Q1
$393K Buy
2022
Q4
$547K Buy
2022
Q3
$777K Sell
2022
Q2
$2.38M Buy