Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$481K Sell
2025
Q1
$621K Sell
2024
Q4
$601K Sell
2024
Q3
$541K Buy
2024
Q2
$441K Sell
2024
Q1
$474K Sell
2023
Q4
$413K Sell
2023
Q3
$363K Buy
2023
Q2
$394K Buy
2023
Q1
$341K Sell
2022
Q4
$329K Buy
2022
Q3
$306K Buy