Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$291K Buy
2025
Q1
Sell
2024
Q4
$771K Buy
2024
Q3
$233K Sell
2024
Q2
$738K Sell
2024
Q1
$1.74M Buy
2023
Q4
$1.3M Buy
2023
Q3
$1.16M Buy
2023
Q2
$349K Buy