Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$741K Sell
2025
Q2
$434K Buy
2025
Q1
$302K Sell
2024
Q4
$580K Sell
2024
Q3
$689K Buy
2024
Q2
$181K Sell
2024
Q1
$306K Sell
2023
Q4
$637K Buy
2023
Q3
$46.5K Sell
2023
Q2
$62.7K Sell
2023
Q1
$79.5K Sell
2022
Q4
$294K Buy
2022
Q3
$266K Buy
2022
Q2
$339K Buy
2022
Q1
$419K Buy