Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$998K Buy
2025
Q2
$278K Sell
2025
Q1
$490K Sell
2024
Q4
$858K Buy
2024
Q3
$588K Buy
2024
Q2
$389K Sell
2024
Q1
$742K Buy
2023
Q4
$186K Buy
2023
Q2
Sell
2023
Q1
$131K Buy
2022
Q4
$54.3K Sell
2022
Q3
$70K Buy