Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$848K Buy
2025
Q2
$58.7K Sell
2025
Q1
$127K Sell
2024
Q4
$886K Buy
2024
Q3
$111K Sell
2024
Q2
$351K Sell
2024
Q1
$1.82M Buy
2023
Q4
Sell
2023
Q3
$1.76M Buy
2023
Q2
$963K Sell
2023
Q1
$1.37M Buy
2022
Q4
$226K Buy