Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$869K Sell
2025
Q2
$622K Buy
2025
Q1
$470K Sell
2024
Q4
$1.26M Buy
2024
Q3
$816K Sell
2024
Q2
$666K Buy
2024
Q1
$325K Sell
2023
Q4
$544K Buy
2023
Q3
$546K Sell
2023
Q2
$586K Buy
2023
Q1
$389K Buy
2022
Q4
Sell
2022
Q3
$337K Hold
2022
Q2
$286K Buy
2022
Q1
$454K Hold
2021
Q4
$445K Buy