Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.43M Sell
2025
Q2
$1.84M Buy
2025
Q1
$276K Buy
2024
Q4
$172K Sell
2024
Q3
$152K Buy
2024
Q2
$75.6K Sell
2024
Q1
$215K Buy
2023
Q4
$190K Buy
2022
Q3
Sell
2022
Q2
$101K Buy
2022
Q1
$32K Buy
2021
Q4
$39K Sell
2021
Q3
$70K Sell
2021
Q2
$258K Buy