Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$201K Sell
2025
Q2
$417K Sell
2025
Q1
$735K Sell
2024
Q4
$784K Sell
2024
Q3
$2.25M Sell
2024
Q2
$6.98M Buy
2024
Q1
$4.79M Sell
2023
Q4
$5.56M Sell
2023
Q3
$3.99M Sell
2023
Q2
$3.99M Sell
2023
Q1
$4.79M Sell
2022
Q4
$4.33M Sell
2022
Q3
$8.28M Sell
2022
Q2
$11.9M Sell
2022
Q1
$17M Buy