Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$823K Sell
2025
Q2
$1.29M Buy
2025
Q1
$1.16M Sell
2024
Q4
$2.26M Sell
2024
Q3
$2.24M Buy
2024
Q2
$1.56M Sell
2024
Q1
$1.57M Buy
2023
Q4
$1.3M Buy
2023
Q3
$1.1M Hold
2023
Q2
$1.18M Buy
2023
Q1
$256K Buy