Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$378K Sell
2025
Q2
$932K Sell
2025
Q1
$1.16M Buy
2024
Q4
$549K Sell
2024
Q3
$863K Sell
2024
Q2
$800K Buy
2024
Q1
$863K Buy
2023
Q4
$501K Sell
2023
Q3
$1.7M Buy
2023
Q2
$1.82M Buy
2023
Q1
$1.47M Sell
2022
Q4
$1.66M Buy
2022
Q3
$451K Buy
2022
Q2
$342K Buy