Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$952K Buy
2025
Q2
$636K Buy
2025
Q1
$366K Sell
2024
Q4
$372K Sell
2024
Q3
$472K Buy
2024
Q2
Sell
2024
Q1
$386K Sell
2023
Q4
$372K Sell
2023
Q3
$295K Sell
2023
Q2
$283K Sell
2023
Q1
$308K Buy
2022
Q4
$238K Sell
2022
Q3
$242K Buy
2022
Q2
$314K Sell
2022
Q1
$397K Sell
2021
Q4
$506K Buy