Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$303K Sell
2025
Q2
$1.16M Sell
2025
Q1
$1.25M Buy
2024
Q4
$1.01M Sell
2024
Q3
$1.32M Buy
2024
Q2
$998K Sell
2024
Q1
$1.32M Buy
2023
Q4
$875K Buy
2023
Q3
$388K Sell
2023
Q2
$583K Buy
2023
Q1
$539K Buy
2022
Q4
$218K Buy