Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$560K Sell
2025
Q2
$608K Buy
2025
Q1
$516K Sell
2024
Q4
$1.96M Buy
2024
Q3
$722K Sell
2024
Q2
$671K Buy
2024
Q1
$795K Buy
2023
Q4
$549K Sell
2023
Q3
$495K Sell
2023
Q2
$640K Sell
2023
Q1
$839K Buy