Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.09M Sell
2025
Q2
$1.37M Buy
2025
Q1
$98K Buy
2024
Q4
$162K Sell
2024
Q3
$72K Buy
2024
Q2
$10K Buy
2024
Q1
$6K Buy
2023
Q2
Sell
2023
Q1
$559K Buy
2022
Q4
$2K Sell
2022
Q3
$123K Sell
2022
Q2
$488K Buy
2022
Q1
$297K Buy