Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$602K Sell
2025
Q2
$903K Buy
2025
Q1
$392K Sell
2024
Q4
$444K Sell
2024
Q3
$582K Sell
2024
Q2
$3.2M Buy
2024
Q1
$3.03M Buy
2023
Q4
$375K Hold
2023
Q3
$291K Sell
2023
Q2
$4.12M Buy
2023
Q1
$3.86M Buy
2022
Q4
$2.04M Buy
2022
Q3
$375K Buy