Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$823K Sell
2025
Q2
$737K Sell
2025
Q1
$620K Buy
2024
Q4
$959K Buy
2024
Q3
Sell
2024
Q2
$24.6K Hold
2024
Q1
$37K Sell
2023
Q4
$206K Sell
2023
Q3
$1.05M Sell
2023
Q2
$19.8M Buy
2023
Q1
$869K Sell
2022
Q4
$829K Sell
2022
Q3
$810K Sell
2022
Q2
$654K Buy
2022
Q1
$67K Sell
2021
Q4
$106K Hold
2021
Q3
$122K Buy