Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$465K Buy
2025
Q2
$388K Buy
2025
Q1
$355K Sell
2024
Q4
$738K Sell
2024
Q3
$1.42M Buy
2024
Q2
$1.12M Buy
2024
Q1
$1.02M Buy
2023
Q4
$872K Buy
2023
Q3
$323K Sell
2023
Q2
$335K Sell
2023
Q1
$329K Buy
2022
Q4
$299K Buy