Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$453K Sell
2025
Q2
$541K Sell
2025
Q1
$1.73M Sell
2024
Q4
$2.37M Sell
2024
Q3
$2.42M Buy
2024
Q2
$1.9M Sell
2024
Q1
$2.33M Sell
2023
Q4
$2.43M Buy
2023
Q3
$1.64M Sell
2023
Q2
$1.3M Sell
2023
Q1
$1.09M Buy