Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$480K Sell
2025
Q2
$457K Sell
2025
Q1
$1.51M Sell
2024
Q4
$2.88M Buy
2024
Q3
$603K Sell
2024
Q2
$814K Sell
2024
Q1
$2.48M Sell
2023
Q4
$5.57M Sell
2023
Q3
$5.72M Sell
2023
Q2
$10.8M Buy
2023
Q1
$5.31M Buy
2022
Q4
$3.52M Buy
2022
Q3
$2.42M Buy
2022
Q2
$106K Buy