Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$222K Sell
2025
Q2
$249K Sell
2025
Q1
$269K Sell
2024
Q4
$639K Sell
2024
Q3
$688K Sell
2024
Q2
$533K Sell
2024
Q1
$594K Buy
2023
Q4
$513K Sell
2023
Q3
$563K Sell
2023
Q2
$616K Buy
2023
Q1
$591K Buy
2022
Q4
$412K Buy
2022
Q3
$270K Buy
2022
Q2
$302K Buy