Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$567K Sell
2025
Q2
$636K Sell
2025
Q1
$736K Buy
2024
Q4
$762K Sell
2024
Q3
$1.79M Sell
2024
Q2
$2.76M Buy
2024
Q1
$2.44M Sell
2023
Q4
$2.21M Buy
2023
Q3
$1.65M Sell
2023
Q2
$2.21M Hold
2023
Q1
$2.07M Buy
2020
Q3
$137K Buy