Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.57M Sell
2025
Q2
$1.19M Sell
2025
Q1
$993K Buy
2024
Q4
$737K Buy
2024
Q3
$386K Buy
2024
Q2
$389K Buy
2024
Q1
$244K Buy
2023
Q4
$277K Sell
2023
Q3
$438K Hold
2023
Q2
$485K Buy
2023
Q1
$325K Hold
2022
Q4
$250K Hold
2022
Q3
$341K Buy