Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$801K Buy
2024
Q4
Sell
2024
Q3
$242K Buy
2024
Q2
Sell
2024
Q1
$698K Buy
2023
Q4
$443K Buy
2023
Q3
$158K Sell
2023
Q2
$745K Buy
2023
Q1
Sell
2022
Q4
$279K Buy
2022
Q1
Sell
2021
Q4
$895K Buy
2021
Q3
$357K Sell
2021
Q2
$1.43M Buy