Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$866K Sell
2025
Q2
$1.32M Buy
2025
Q1
$1.37M Sell
2024
Q4
$1.29M Buy
2024
Q3
$1.29M Buy
2024
Q2
$917K Buy
2024
Q1
$1.06M Buy
2023
Q4
$962K Buy
2023
Q3
$424K Buy
2023
Q2
$2.78K Buy