Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$820K Buy
2025
Q2
$952K Sell
2025
Q1
$787K Buy
2024
Q4
$860K Sell
2024
Q3
$786K Hold
2024
Q2
$696K Sell
2024
Q1
$658K Sell
2023
Q4
$725K Buy
2023
Q3
$571K Buy
2023
Q2
$323K Buy
2023
Q1
$202K Buy
2022
Q3
Sell
2022
Q2
$130K Buy