Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.53M Sell
2025
Q2
$1.46M Sell
2025
Q1
$1.15M Sell
2024
Q4
$952K Sell
2024
Q3
$1.24M Sell
2024
Q2
$1.22M Buy
2024
Q1
$980K Sell
2023
Q4
$786K Sell
2023
Q3
$591K Sell
2023
Q2
$555K Hold
2023
Q1
$408K Sell
2022
Q4
$335K Buy