Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$421K Sell
2025
Q2
$391K Sell
2025
Q1
$499K Sell
2024
Q4
$1.09M Buy
2024
Q3
$1.1M Buy
2024
Q2
$645K Buy
2024
Q1
$524K Sell
2023
Q4
$606K Buy
2023
Q3
$15.7K Sell
2023
Q2
$364K Buy