Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$984K Sell
2025
Q2
$1.06M Sell
2025
Q1
$948K Sell
2024
Q4
$932K Sell
2024
Q3
$985K Buy
2024
Q2
$756K Buy
2024
Q1
$770K Buy
2023
Q4
$590K Buy
2023
Q3
$435K Buy
2023
Q2
$274K Sell
2023
Q1
$324K Sell
2022
Q4
$1.31M Buy
2022
Q3
$429K Sell
2022
Q2
$712K Buy