Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$344K Sell
2025
Q2
$3.37M Sell
2025
Q1
$4.04M Buy
2024
Q4
$3.03M Sell
2024
Q3
$2.93M Sell
2024
Q2
$3.33M Hold
2024
Q1
$3.79M Buy
2023
Q4
$3.26M Buy
2023
Q3
$3.61M Buy
2022
Q3
Sell
2022
Q2
$1.88M Buy