Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$279K Sell
2025
Q2
$406K Buy
2025
Q1
$127K Sell
2024
Q4
$155K Sell
2024
Q3
$156K Sell
2024
Q2
$171K Sell
2024
Q1
$531K Sell
2023
Q4
$947K Sell
2023
Q3
$1.82M Buy
2023
Q2
$2.96M Sell
2023
Q1
$4.31M Buy
2022
Q4
$4.54M Sell
2022
Q3
$5.77M Buy