Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$839K Buy
2025
Q2
$900K Buy
2025
Q1
$862K Sell
2024
Q4
$898K Sell
2024
Q3
$1.73M Buy
2024
Q2
$1.54M Sell
2024
Q1
$1.81M Sell
2023
Q4
$1.42M Sell
2023
Q3
$1.16M Buy
2023
Q2
$1.1M Sell
2023
Q1
$987K Sell
2022
Q4
$1.08M Buy
2022
Q3
$366K Buy