Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$454K Sell
2025
Q2
$410K Sell
2025
Q1
$435K Sell
2024
Q4
$688K Sell
2024
Q3
$816K Sell
2024
Q2
$1.06M Sell
2024
Q1
$892K Buy
2023
Q4
$667K Sell
2023
Q3
$582K Sell
2023
Q2
$499K Sell
2023
Q1
$373K Sell
2022
Q4
$401K Buy
2022
Q3
$348K Buy
2022
Q2
$274K Buy
2022
Q1
$245K Buy