Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$318K Sell
2025
Q2
$334K Sell
2025
Q1
$522K Sell
2024
Q4
$769K Sell
2024
Q3
$823K Sell
2024
Q2
$906K Buy
2024
Q1
$920K Buy
2023
Q4
$791K Buy
2023
Q3
$830K Buy
2023
Q2
$733K Buy
2023
Q1
$738K Sell
2022
Q4
$1.1M Buy
2022
Q3
$789K Buy
2022
Q2
$680K Buy