Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$879K Buy
2025
Q2
$921K Sell
2025
Q1
$692K Sell
2024
Q4
$1.52M Sell
2024
Q3
$1.5M Buy
2024
Q2
$1.67M Buy
2024
Q1
$548K Buy
2023
Q4
$490K Buy
2023
Q3
$475K Sell
2023
Q2
$662K Buy
2023
Q1
$555K Buy
2022
Q4
$21.1K Buy