Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$460K Sell
2025
Q2
$521K Sell
2025
Q1
$547K Sell
2024
Q4
$2.04M Sell
2024
Q3
$2.14M Sell
2024
Q2
$1.89M Sell
2024
Q1
$2.1M Buy
2023
Q4
$1.75M Sell
2023
Q3
$1.5M Sell
2023
Q2
$1.43M Buy
2023
Q1
$740K Buy
2022
Q4
$585K Sell
2022
Q3
$498K Buy
2022
Q2
$397K Buy
2022
Q1
$114K Buy
2021
Q4
$7K Buy