Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$999K Sell
2025
Q2
$734K Sell
2025
Q1
$716K Buy
2024
Q4
$829K Buy
2024
Q2
$409K Sell
2024
Q1
$390K Sell
2023
Q4
$616K Buy
2023
Q3
$451K Hold
2023
Q2
$437K Buy
2019
Q3
$543K Buy