Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$355K Buy
2025
Q2
$147K Sell
2025
Q1
$1.79M Buy
2024
Q4
$2.75M Buy
2024
Q3
$1.38M Buy
2024
Q2
$1.13M Buy
2024
Q1
$238K Buy
2023
Q4
$199K Hold
2023
Q3
$236K Buy
2023
Q2
$225K Sell
2023
Q1
$388K Hold
2022
Q4
$240K Buy