Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$467K Sell
2025
Q1
$590K Sell
2024
Q4
$849K Buy
2024
Q3
$836K Hold
2024
Q2
$726K Sell
2024
Q1
$959K Buy
2023
Q4
$230K Sell
2023
Q3
$405K Sell
2023
Q2
$401K Sell
2023
Q1
$520K Sell
2022
Q4
$582K Sell
2022
Q3
$543K Buy
2022
Q2
$593K Buy
2022
Q1
$549K Buy
2021
Q4
$274K Buy