Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$893K Buy
2025
Q2
$925K Sell
2025
Q1
$782K Buy
2024
Q4
$665K Buy
2024
Q3
$642K Buy
2024
Q2
$491K Sell
2024
Q1
$558K Sell
2023
Q4
$492K Buy
2023
Q3
$373K Sell
2023
Q2
$363K Buy
2022
Q2
Sell
2022
Q1
$3K Hold
2021
Q4
$3K Buy