Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$630K Sell
2025
Q2
$2.02M Buy
2025
Q1
$1.84M Buy
2024
Q4
$721K Sell
2024
Q3
$786K Sell
2024
Q2
$821K Buy
2024
Q1
$627K Buy
2023
Q4
$459K Sell
2023
Q3
$494K Buy
2023
Q2
$396K Sell
2023
Q1
$705K Hold
2022
Q4
$705K Buy