Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$319K Sell
2025
Q2
$221K Sell
2025
Q1
$322K Sell
2024
Q4
$432K Sell
2024
Q3
$425K Sell
2024
Q2
$749K Sell
2024
Q1
$1.16M Sell
2023
Q4
$1.41M Buy
2023
Q3
$1.27M Buy
2023
Q2
$990K Sell
2023
Q1
$687K Buy
2022
Q4
$41.1K Sell
2022
Q3
$87K Sell
2022
Q2
$248K Buy