Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$819K Sell
2025
Q2
$1M Buy
2025
Q1
$593K Sell
2024
Q4
$1.56M Buy
2024
Q3
$1.8M Buy
2024
Q2
$536K Sell
2024
Q1
$603K Sell
2023
Q4
$2.71M Buy
2023
Q3
$2.16M Buy
2023
Q2
$363K Buy
2023
Q1
$316K Buy
2022
Q4
$402K Buy