Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$221K Sell
2025
Q2
$956K Buy
2025
Q1
Sell
2024
Q4
$313K Sell
2024
Q3
$971K Buy
2024
Q2
$224K Sell
2024
Q1
$3.87M Buy
2023
Q4
$781K Buy
2023
Q3
Sell
2023
Q2
$356K Buy
2022
Q3
Sell
2022
Q2
$279K Buy
2022
Q1
$260K Buy