Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$302K Sell
2025
Q1
$947K Sell
2024
Q4
$1.47M Sell
2024
Q3
$1.26M Sell
2024
Q2
$1.01M Buy
2024
Q1
$636K Buy
2023
Q4
$511K Sell
2023
Q3
$499K Buy
2023
Q2
$416K Buy
2022
Q2
Sell
2022
Q1
$366K Buy
2021
Q4
$400K Buy