Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$708K Sell
2025
Q2
$686K Sell
2025
Q1
$574K Sell
2024
Q4
$2.01M Buy
2024
Q3
$450K Buy
2024
Q2
$334K Sell
2024
Q1
$349K Buy
2023
Q4
$491K Sell
2023
Q3
$1.93M Buy
2023
Q2
$1.62M Buy
2023
Q1
$486K Sell
2022
Q4
$336K Buy
2015
Q2
Sell
2015
Q1
$415K Buy