Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$313K Sell
2025
Q2
$341K Sell
2025
Q1
$318K Buy
2024
Q4
Sell
2024
Q3
$1.8M Sell
2024
Q2
$5.27M Sell
2024
Q1
$6.61M Buy
2023
Q4
$5.42M Sell
2023
Q3
$5.02M Buy
2023
Q2
$2.38M Buy
2023
Q1
$1.27M Sell
2022
Q4
$1.12M Buy