Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$666K Sell
2025
Q3
$1.53M Buy
2025
Q2
$386K Sell
2025
Q1
$799K Buy
2024
Q4
$382K Sell
2024
Q3
$449K Sell
2024
Q2
$464K Sell
2024
Q1
$683K Buy
2023
Q4
$559K Buy
2023
Q3
$375K Buy
2023
Q2
$418K Buy
2023
Q1
$361K Sell
2022
Q4
$521K Buy