Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$431K Sell
2025
Q2
$445K Sell
2025
Q1
$437K Buy
2024
Q4
$348K Buy
2024
Q3
$334K Buy
2024
Q2
$270K Sell
2024
Q1
$570K Sell
2023
Q4
$545K Sell
2023
Q3
$528K Buy
2023
Q2
$434K Buy
2023
Q1
$359K Buy
2021
Q4
Sell
2021
Q3
$5.47M Sell
2021
Q2
$5.64M Sell
2021
Q1
$6.54M Buy