Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$578 Sell
2025
Q2
$54K Sell
2025
Q1
$65K Sell
2024
Q4
$140K Sell
2024
Q3
$81K Buy
2024
Q2
$84K Sell
2024
Q1
$568K Sell
2023
Q4
$2.17M Buy
2023
Q3
$1.97M Sell
2023
Q2
$3.4M Sell
2023
Q1
$5.93M Sell
2022
Q4
$11.8M Buy
2022
Q3
$17.5M Buy
2022
Q2
$4.64M Sell
2022
Q1
$7.62M Buy