Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$830K Sell
2025
Q1
$746K Sell
2024
Q4
$823K Buy
2024
Q2
Sell
2024
Q1
$214K Sell
2023
Q4
$362K Sell
2023
Q3
$297K Buy
2023
Q2
Sell
2023
Q1
$486K Buy
2022
Q1
Sell
2021
Q4
$634K Buy