Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$950K Buy
2024
Q4
Sell
2024
Q3
$215K Sell
2024
Q2
$296K Sell
2024
Q1
$743K Sell
2023
Q4
$772K Buy
2023
Q1
Sell
2022
Q4
$398K Sell
2022
Q3
$466K Sell
2022
Q2
$613K Buy
2022
Q1
Sell
2021
Q4
$275K Sell
2021
Q3
$858K Buy