Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$941K Sell
2025
Q2
$1.71M Sell
2025
Q1
$967K Sell
2024
Q4
$1.24M Buy
2024
Q3
$979K Sell
2024
Q2
$1.06M Buy
2024
Q1
$899K Buy
2023
Q4
$712K Buy
2023
Q3
$639K Buy
2023
Q2
$473K Sell
2023
Q1
$398K Buy
2022
Q4
$324K Sell
2022
Q3
$506K Buy
2022
Q2
$324K Buy