Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$530K Sell
2025
Q2
$679K Sell
2025
Q1
$776K Sell
2024
Q4
$918K Sell
2024
Q3
$1.03M Sell
2024
Q2
$1.03M Sell
2024
Q1
$912K Sell
2023
Q4
$989K Hold
2023
Q3
$845K Hold
2023
Q2
$1.01M Sell
2023
Q1
$1.11M Sell
2022
Q4
$1.4M Buy