Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$361K Sell
2025
Q2
$615K Sell
2025
Q1
$851K Sell
2024
Q4
$1.21M Sell
2024
Q3
$1.49M Sell
2024
Q2
$1.68M Sell
2024
Q1
$1.91M Sell
2023
Q4
$1.59M Sell
2023
Q3
$1.59M Sell
2023
Q2
$1.78M Buy
2023
Q1
$1.62M Buy
2022
Q4
$1.46M Buy
2022
Q3
$1.12M Buy
2022
Q2
$1.15M Buy
2022
Q1
$870K Sell
2021
Q4
$846K Buy