Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$492K Sell
2025
Q2
$742K Sell
2025
Q1
$533K Sell
2024
Q4
$790K Sell
2024
Q3
$790K Buy
2024
Q2
$757K Buy
2024
Q1
$450K Sell
2023
Q4
$309K Hold
2023
Q3
$272K Buy
2023
Q2
$222K Buy
2022
Q2
Sell
2022
Q1
$301K Sell
2021
Q4
$365K Sell
2021
Q3
$246K Buy
2021
Q2
$235K Buy