Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$709K Sell
2025
Q1
$764K Sell
2024
Q4
$1.19M Sell
2024
Q3
$1.29M Hold
2024
Q2
$1.1M Sell
2024
Q1
$1.28M Sell
2023
Q4
$1.21M Hold
2023
Q3
$1.03M Hold
2023
Q2
$953K Hold
2023
Q1
$900K Sell
2022
Q4
$928K Sell
2022
Q3
$1.12M Sell
2022
Q2
$1.41M Sell
2022
Q1
$1.33M Buy