Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$996K Sell
2025
Q2
$1M Buy
2025
Q1
$962K Sell
2024
Q4
$1.05M Sell
2024
Q3
$1.13M Buy
2024
Q2
$842K Sell
2024
Q1
$870K Buy
2023
Q2
$786K Sell
2023
Q1
$828K Buy
2022
Q4
Sell
2022
Q3
$273K Buy