Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$444K Sell
2025
Q2
$469K Buy
2025
Q1
$385K Buy
2024
Q4
$270K Buy
2024
Q3
$39K Sell
2024
Q2
$1.05M Buy
2024
Q1
$1.08M Buy
2023
Q4
$1.09M Sell
2023
Q3
$1.18M Buy
2022
Q2
Sell
2022
Q1
$267K Buy