Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.19M Sell
2025
Q2
$1.01M Sell
2025
Q1
$656K Buy
2024
Q4
$380K Sell
2024
Q3
$361K Sell
2024
Q2
$423K Sell
2024
Q1
$469K Sell
2023
Q4
$443K Sell
2023
Q3
$505K Buy
2023
Q2
$396K Sell
2023
Q1
$378K Buy
2022
Q4
$293K Sell
2022
Q3
$392K Sell
2022
Q2
$320K Buy
2022
Q1
$431K Buy