Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$726K Sell
2025
Q2
$716K Sell
2025
Q1
$665K Sell
2024
Q4
$722K Sell
2024
Q3
$1.18M Sell
2024
Q2
$1.1M Sell
2024
Q1
$1.01M Sell
2023
Q4
$1.1M Sell
2023
Q3
$1.19M Sell
2023
Q2
$1.23M Sell
2023
Q1
$1.13M Buy
2022
Q4
$1.04M Sell
2022
Q3
$961K Sell
2022
Q2
$1.08M Sell
2022
Q1
$1.21M Sell
2021
Q4
$1.21M Buy