Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$379K Sell
2025
Q2
$1.38M Buy
2025
Q1
$1.22M Buy
2024
Q4
$1.06M Buy
2024
Q3
$893K Buy
2024
Q2
$635K Buy
2024
Q1
$354K Sell
2023
Q4
$338K Sell
2023
Q3
$309K Buy