Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$673K Sell
2025
Q2
$942K Buy
2025
Q1
$649K Buy
2024
Q4
Sell
2024
Q3
$21K Buy
2024
Q2
Sell
2024
Q1
$501K Sell
2023
Q4
$1.03M Sell
2023
Q3
$2.39M Buy
2023
Q2
Sell
2023
Q1
$100K Buy
2022
Q3
Sell
2022
Q2
$30K Buy