Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$980K Sell
2025
Q2
$1.49M Sell
2025
Q1
$1.69M Buy
2024
Q4
$1.62M Buy
2024
Q3
$1.42M Sell
2024
Q2
$1.26M Sell
2024
Q1
$1.59M Sell
2023
Q4
$1.44M Sell
2023
Q3
$1.41M Buy
2023
Q2
$319K Sell
2023
Q1
$281K Buy
2022
Q4
$266K Buy
2022
Q3
$209K Buy