Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$711K Buy
2025
Q2
$770K Sell
2025
Q1
$744K Sell
2024
Q4
$802K Hold
2024
Q3
$802K Sell
2024
Q2
$683K Sell
2024
Q1
$704K Sell
2023
Q4
$642K Hold
2023
Q3
$513K Sell
2023
Q2
$553K Sell
2023
Q1
$591K Sell
2022
Q4
$2.1M Buy