Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$616K Sell
2025
Q1
$1.43M Buy
2024
Q4
Sell
2024
Q3
$251K Buy
2024
Q2
Sell
2024
Q1
$770K Buy
2023
Q4
$315K Buy
2023
Q3
$242K Sell
2023
Q2
$437K Buy
2023
Q1
Sell
2022
Q4
$263K Buy