Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$236K Sell
2025
Q2
$901K Hold
2025
Q1
$833K Hold
2024
Q4
$822K Sell
2024
Q3
$1.99M Buy
2024
Q2
$2.18M Sell
2024
Q1
$2.64M Buy
2023
Q4
$2.38M Buy
2023
Q3
$2.25M Buy
2023
Q2
$2.38M Buy
2023
Q1
$1.9M Buy
2022
Q4
$865K Buy