Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$466K Buy
2025
Q2
$463K Sell
2025
Q1
$478K Buy
2024
Q4
$520K Sell
2024
Q3
$806K Sell
2024
Q2
$890K Sell
2024
Q1
$866K Sell
2023
Q4
$1.13M Sell
2023
Q3
$978K Buy
2023
Q2
$936K Buy
2023
Q1
$725K Buy
2022
Q4
$505K Buy