Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$958K Sell
2025
Q2
$1.11M Sell
2025
Q1
$1.05M Sell
2024
Q4
$1.35M Hold
2024
Q3
$1.26M Hold
2024
Q2
$1.11M Buy
2024
Q1
$969K Sell
2023
Q4
$1.07M Buy
2023
Q3
$690K Buy
2022
Q3
Sell
2022
Q2
$437K Buy
2022
Q1
$352K Buy