Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$921K Buy
2025
Q2
$1.05M Sell
2025
Q1
$825K Sell
2024
Q4
$887K Sell
2024
Q3
$888K Buy
2024
Q2
$322K Sell
2024
Q1
$560K Buy
2023
Q4
$572K Sell
2023
Q3
$434K Buy
2023
Q2
$381K Sell
2023
Q1
$473K Buy
2022
Q4
$296K Buy