Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$340K Sell
2025
Q2
$990K Sell
2025
Q1
$1.63M Sell
2024
Q4
$1.68M Buy
2024
Q3
$719K Sell
2024
Q2
$1.33M Sell
2024
Q1
$2.1M Buy
2023
Q4
$1.59M Buy
2023
Q3
Sell
2023
Q2
$220K Buy
2022
Q1
Sell
2021
Q4
$35K Buy