Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$495K Sell
2025
Q2
$1.15M Buy
2025
Q1
$1.16M Sell
2024
Q4
$1.41M Sell
2024
Q3
$1.4M Buy
2024
Q2
$1.07M Sell
2024
Q1
$1.4M Buy
2023
Q4
$1.35M Buy
2023
Q3
$1.02M Buy
2023
Q2
$802K Sell
2023
Q1
$912K Sell
2022
Q4
$980K Sell
2022
Q3
$995K Buy
2022
Q2
$553K Buy
2022
Q1
$381K Buy