Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$578K Buy
2025
Q1
$695K Sell
2024
Q4
$781K Sell
2024
Q3
$507K Buy
2024
Q2
$426K Sell
2024
Q1
$758K Buy
2023
Q4
$698K Sell
2023
Q3
$926K Sell
2023
Q2
$692K Sell
2023
Q1
$691K Buy
2022
Q4
$466K Sell
2022
Q3
$675K Sell
2022
Q2
$505K Hold
2022
Q1
$651K Buy