Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$747K Sell
2025
Q2
$742K Sell
2025
Q1
$808K Buy
2024
Q4
$932K Sell
2024
Q3
$921K Sell
2024
Q2
$1.02M Sell
2024
Q1
$1M Hold
2023
Q4
$876K Sell
2023
Q3
$944K Hold
2023
Q2
$883K Buy
2023
Q1
$814K Hold
2022
Q4
$617K Sell
2022
Q3
$536K Hold
2022
Q2
$818K Buy
2022
Q1
$777K Buy