Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$327K Sell
2025
Q2
$336K Sell
2025
Q1
$326K Sell
2024
Q4
$293K Sell
2024
Q3
$357K Sell
2024
Q2
$268K Sell
2024
Q1
$250K Buy
2023
Q4
$228K Sell
2023
Q3
$231K Sell
2023
Q2
$268K Sell
2023
Q1
$1.65M Buy
2022
Q4
$1.67M Sell
2022
Q3
$2.7M Buy
2022
Q2
$3M Buy
2022
Q1
$3.42M Buy