Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$901K Sell
2025
Q2
$1.02M Buy
2025
Q1
$846K Buy
2024
Q4
$545K Sell
2024
Q3
$581K Buy
2024
Q2
$446K Sell
2024
Q1
$550K Hold
2023
Q4
$471K Sell
2023
Q3
$446K Sell
2023
Q2
$546K Buy
2023
Q1
$522K Buy
2022
Q4
$189K Hold
2022
Q3
$159K Buy
2022
Q2
$85K Buy