Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$600K Sell
2025
Q2
$653K Sell
2025
Q1
$1.38M Buy
2024
Q3
$1.4M Buy
2024
Q2
$1.48M Sell
2024
Q1
$1.38M Buy
2023
Q4
$558K Sell
2023
Q3
$553K Sell
2023
Q2
$543K Sell
2023
Q1
$549K Buy
2022
Q4
$493K Sell
2022
Q3
$447K Sell
2022
Q2
$3.16M Buy