Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$672K Sell
2025
Q2
$947K Buy
2025
Q1
$976K Sell
2024
Q4
$734K Sell
2024
Q3
$1.02M Sell
2024
Q2
$1.31M Sell
2024
Q1
$1.61M Buy
2023
Q4
$1.38M Buy
2023
Q3
$1.02M Buy
2023
Q2
$287K Buy