Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$971K Sell
2025
Q2
$1.01M Sell
2025
Q1
$996K Buy
2024
Q4
$760K Buy
2024
Q3
$722K Sell
2024
Q2
$616K Buy
2024
Q1
$682K Buy
2023
Q4
$675K Buy
2023
Q3
$598K Sell
2023
Q2
$555K Buy
2023
Q1
$649K Buy
2022
Q4
$75.8K Sell
2022
Q3
$77K Sell
2022
Q2
$156K Buy
2022
Q1
$156K Buy