Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$672K Buy
2025
Q2
$427K Sell
2025
Q1
$470K Sell
2024
Q4
$912K Sell
2024
Q3
$1.12M Buy
2024
Q2
$628K Sell
2024
Q1
$578K Sell
2023
Q4
$883K Buy
2023
Q3
$718K Sell
2023
Q2
$755K Buy
2023
Q1
$302K Buy
2022
Q4
Sell
2022
Q3
$289K Buy
2022
Q2
$242K Buy
2022
Q1
$251K Buy