Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$966K Sell
2025
Q2
$1.01M Buy
2024
Q4
$496K Sell
2024
Q3
$1.47M Sell
2024
Q2
$1.77M Buy
2024
Q1
$1.86M Buy
2023
Q4
$386K Sell
2023
Q3
$545K Sell
2023
Q2
$772K Sell
2023
Q1
$686K Sell
2022
Q4
$662K Sell
2022
Q3
$641K Buy
2022
Q2
$154K Buy