Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$449K Sell
2025
Q2
$729K Buy
2025
Q1
$387K Buy
2024
Q4
$262K Buy
2024
Q3
$228K Sell
2024
Q2
$224K Sell
2024
Q1
$211K Sell
2023
Q4
$298K Buy
2023
Q3
$254K Sell
2023
Q2
$364K Buy
2023
Q1
Sell
2022
Q4
$467K Sell
2022
Q3
$393K Sell
2022
Q2
$804K Sell
2022
Q1
$931K Buy