Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$613K Sell
2025
Q2
$922K Buy
2025
Q1
$228K Sell
2024
Q4
$321K Sell
2024
Q3
$341K Buy
2024
Q2
Sell
2024
Q1
$614K Sell
2023
Q4
$2.04M Buy
2022
Q4
$152K Buy
2022
Q3
Sell
2022
Q2
$176K Sell
2022
Q1
$258K Sell
2021
Q4
$2.36M Buy