Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$617K Buy
2025
Q2
$563K Sell
2025
Q1
$811K Sell
2024
Q4
$928K Buy
2024
Q3
$418K Buy
2024
Q2
$384K Sell
2024
Q1
$513K Buy
2023
Q4
$649K Buy
2023
Q3
$400K Sell
2023
Q2
$3.58M Sell
2023
Q1
$3.05M Buy
2022
Q4
$1.24M Buy
2022
Q3
$405K Sell
2022
Q2
$371K Buy
2022
Q1
$94K Sell
2021
Q4
$165K Buy