Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$439K Sell
2025
Q2
$573K Buy
2025
Q1
Sell
2024
Q4
$399K Sell
2024
Q3
$545K Sell
2024
Q2
$510K Sell
2024
Q1
$581K Sell
2023
Q4
$560K Sell
2023
Q3
$576K Sell
2023
Q2
$860K Sell
2023
Q1
$802K Sell
2022
Q4
$661K Buy
2022
Q3
$502K Sell
2022
Q2
$441K Buy
2022
Q1
$371K Sell
2021
Q4
$223K Buy