Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$637K Sell
2025
Q2
$761K Buy
2025
Q1
Sell
2024
Q4
$1.35M Sell
2024
Q3
$1.45M Buy
2024
Q2
Sell
2024
Q1
$1.44M Buy
2023
Q4
$205K Sell
2023
Q3
$374K Buy
2023
Q2
$231K Sell
2023
Q1
$1.8M Buy
2022
Q4
$1.13M Buy