Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$475K Sell
2025
Q2
$490K Sell
2025
Q1
$766K Hold
2024
Q4
$766K Sell
2024
Q3
$899K Sell
2024
Q2
$1.27M Sell
2024
Q1
$1.21M Buy
2023
Q4
$1.08M Buy
2023
Q3
$809K Buy
2023
Q2
$592K Sell
2023
Q1
$624K Hold
2022
Q4
$711K Sell
2022
Q3
$669K Buy
2022
Q2
$783K Buy
2022
Q1
$897K Buy
2021
Q4
$1.06M Buy