Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$530K Sell
2025
Q2
$485K Sell
2025
Q1
$2.47M Buy
2024
Q4
Sell
2024
Q3
$506K Buy
2024
Q2
$77.3K Sell
2024
Q1
$1.57M Buy
2023
Q4
$518K Buy
2023
Q3
Sell
2023
Q2
$248K Buy