Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$365K Sell
2025
Q2
$348K Sell
2025
Q1
$273K Sell
2024
Q4
$226K Sell
2024
Q3
$283K Sell
2024
Q2
$274K Sell
2024
Q1
$291K Sell
2023
Q4
$236K Buy
2023
Q2
Sell
2023
Q1
$321K Sell
2022
Q4
$3.72M Sell
2022
Q3
$4.06M Buy
2022
Q2
$2.78M Buy
2022
Q1
$4.65M Buy