Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$438K Sell
2025
Q2
$471K Buy
2025
Q1
$319K Buy
2024
Q4
$246K Sell
2024
Q3
$253K Sell
2024
Q2
$4.19M Buy
2024
Q1
$487K Sell
2023
Q4
$5.33M Buy
2023
Q3
$3.55M Sell
2023
Q2
$4.11M Buy
2023
Q1
$3.28M Buy