Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$673K Sell
2025
Q2
$578K Buy
2025
Q1
$624K Sell
2024
Q4
$1.68M Buy
2024
Q3
$993K Sell
2024
Q2
$3.39M Buy
2024
Q1
$2.72M Sell
2023
Q4
$2.84M Buy
2023
Q3
$2.41M Buy
2023
Q2
$1.86M Buy
2023
Q1
$1.43M Buy