Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$689K Buy
2024
Q3
Sell
2024
Q2
$652K Sell
2024
Q1
$964K Sell
2023
Q4
$1.13M Buy
2023
Q3
$674K Sell
2023
Q2
$755K Sell
2023
Q1
$745K Sell
2022
Q4
$636K Buy
2022
Q3
$589K Sell
2022
Q2
$869K Buy
2022
Q1
$1.13M Sell
2021
Q4
$1.2M Buy