Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$408K Sell
2025
Q2
$420K Sell
2025
Q1
$2.6M Buy
2024
Q4
$1.31M Buy
2024
Q3
$43.7K Buy
2024
Q2
$31.4K Sell
2024
Q1
$830K Sell
2023
Q4
$993K Buy