Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$918K Sell
2025
Q2
$899K Sell
2025
Q1
$985K Sell
2024
Q4
$1.28M Buy
2024
Q3
$809K Sell
2024
Q2
$1.16M Buy
2024
Q1
$1.07M Buy
2023
Q4
$1.04M Buy
2023
Q3
$637K Buy
2023
Q2
$664K Buy
2023
Q1
$619K Sell
2022
Q4
$710K Buy
2022
Q3
$394K Buy
2022
Q2
$415K Buy