Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$877K Sell
2025
Q2
$1.42M Sell
2025
Q1
$1.33M Sell
2024
Q4
$1.19M Sell
2024
Q3
$1.37M Sell
2024
Q2
$1.18M Buy
2024
Q1
$1.15M Sell
2023
Q4
$1.01M Hold
2023
Q3
$805K Sell
2023
Q2
$836K Sell
2023
Q1
$914K Sell
2022
Q4
$1.01M Buy