Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$641K Buy
2025
Q2
$573K Sell
2025
Q1
$560K Sell
2024
Q4
$4.07M Sell
2024
Q3
$3.8M Sell
2024
Q2
$4.17M Buy
2024
Q1
$105K Sell
2023
Q4
$3.32M Buy
2023
Q3
$1.36M Sell
2023
Q2
$3.16M Buy
2023
Q1
$2.47M Buy