Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$507K Buy
2024
Q2
Sell
2024
Q1
$764K Sell
2023
Q4
$661K Sell
2023
Q3
$952K Sell
2023
Q2
$1.27M Sell
2023
Q1
$2.07M Sell
2022
Q4
$1.82M Sell
2022
Q3
$1.51M Buy
2022
Q2
$767K Buy