Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$586K Buy
2025
Q2
$600K Buy
2025
Q1
$601K Buy
2024
Q4
$502K Sell
2024
Q3
$660K Sell
2024
Q2
$838K Sell
2024
Q1
$1.04M Sell
2023
Q4
$1.47M Sell
2023
Q3
$1.87M Buy
2023
Q2
$1.47M Buy
2023
Q1
$1.38M Buy
2022
Q4
$1.32M Buy