Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$713K Sell
2025
Q2
$2.83M Sell
2025
Q1
$2.71M Buy
2024
Q4
$464K Sell
2024
Q3
$932K Buy
2024
Q1
Sell
2023
Q4
$540K Buy
2023
Q3
$436K Buy
2023
Q2
Sell
2023
Q1
$227K Buy
2022
Q4
$245K Buy