Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$440K Sell
2025
Q2
$512K Sell
2025
Q1
$810K Buy
2024
Q4
$351K Sell
2024
Q3
$284K Sell
2024
Q2
$274K Hold
2024
Q1
$246K Sell
2023
Q4
$199K Buy
2023
Q3
$105K Buy
2023
Q2
$110K Buy
2023
Q1
$50K Sell
2022
Q4
$177K Sell
2022
Q3
$186K Sell
2022
Q2
$258K Buy
2022
Q1
$497K Buy
2021
Q4
$146K Buy