Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$860K Buy
2025
Q2
$636K Sell
2025
Q1
$397K Buy
2024
Q4
$327K Sell
2024
Q3
$707K Sell
2024
Q2
$501K Hold
2024
Q1
$455K Sell
2023
Q4
$374K Hold
2023
Q3
$349K Hold
2023
Q2
$334K Sell
2023
Q1
$239K Sell
2022
Q4
$204K Hold
2022
Q3
$258K Hold
2022
Q2
$288K Hold
2022
Q1
$436K Hold
2021
Q4
$579K Buy