Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$332K Sell
2025
Q2
$137K Sell
2025
Q1
$307K Buy
2024
Q4
$496K Sell
2024
Q3
$275K Sell
2024
Q2
$1.13M Buy
2024
Q1
$2.12M Buy
2023
Q4
$1.94M Buy
2023
Q3
$490K Sell
2023
Q2
$4.16M Buy
2022
Q4
Sell
2022
Q3
$419K Sell
2022
Q2
$676K Buy