Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$668K Buy
2025
Q2
$610K Sell
2025
Q1
$758K Sell
2024
Q4
$1.38M Buy
2024
Q3
$639K Hold
2024
Q2
$604K Buy
2024
Q1
$621K Hold
2023
Q4
$552K Buy
2023
Q3
$482K Buy
2023
Q2
$441K Sell
2023
Q1
$431K Sell
2022
Q4
$434K Buy
2022
Q3
$202K Sell
2022
Q2
$277K Buy
2022
Q1
$215K Buy