Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$241K Sell
2025
Q2
$1.08M Sell
2025
Q1
$1.7M Buy
2024
Q4
$1.7M Buy
2024
Q3
$1.35M Sell
2024
Q2
$1.39M Buy
2024
Q1
$1.58M Buy
2023
Q4
$914K Sell
2023
Q3
$819K Buy
2023
Q2
$572K Sell
2023
Q1
$407K Buy
2022
Q4
$280K Sell
2022
Q3
$541K Buy