Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$361K Sell
2025
Q2
$399K Sell
2025
Q1
$435K Sell
2024
Q4
$543K Sell
2024
Q3
$728K Sell
2024
Q2
$965K Buy
2024
Q1
$794K Sell
2023
Q4
$1.15M Buy
2023
Q3
$318K Sell
2023
Q2
$634K Buy
2023
Q1
$312K Buy
2022
Q4
$271K Buy
2022
Q3
$318K Sell
2022
Q2
$292K Sell
2022
Q1
$329K Buy