Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$570K Sell
2025
Q2
$1.29M Buy
2025
Q1
$634K Buy
2024
Q4
$419K Buy
2024
Q3
$495K Hold
2024
Q2
$410K Buy
2024
Q1
$128K Sell
2023
Q4
$1.74M Sell
2023
Q3
$1.86M Sell
2023
Q2
$3.03M Buy
2023
Q1
$2.62M Buy