Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$881K Sell
2025
Q2
$1.19M Sell
2025
Q1
$1.52M Sell
2024
Q4
$1.43M Sell
2024
Q3
$1.26M Sell
2024
Q2
$1.06M Sell
2024
Q1
$1.14M Buy
2023
Q4
$949K Sell
2023
Q3
$813K Sell
2023
Q2
$930K Sell
2023
Q1
$846K Buy
2022
Q4
$642K Buy