Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.68M Sell
2025
Q2
$1.49M Buy
2025
Q1
$915K Buy
2024
Q4
$474K Sell
2024
Q3
$501K Buy
2024
Q2
$463K Buy
2024
Q1
$206K Sell
2023
Q4
$301K Buy
2023
Q3
Sell
2023
Q2
$226K Hold
2023
Q1
$219K Buy