Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$625K Sell
2025
Q2
$765K Sell
2025
Q1
$860K Sell
2024
Q4
$813K Sell
2024
Q3
$1.02M Sell
2024
Q2
$1.11M Buy
2024
Q1
$1.02M Buy
2023
Q4
$695K Buy
2023
Q3
$555K Buy
2023
Q2
Sell
2023
Q1
$289K Sell
2022
Q4
$352K Buy
2022
Q3
Sell
2022
Q2
$246K Buy