Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$641K Sell
2025
Q1
$1.05M Sell
2024
Q4
$1.77M Sell
2024
Q3
$1.68M Buy
2024
Q2
$944K Sell
2024
Q1
$1.01M Buy
2023
Q4
$834K Buy
2023
Q3
$475K Buy
2023
Q2
$515K Buy
2023
Q1
$506K Sell
2022
Q4
$401K Sell
2022
Q3
$293K Buy
2018
Q2
Sell
2018
Q1
$202K Buy