Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$276K Buy
2025
Q1
Sell
2024
Q4
$221K Buy
2024
Q3
Sell
2024
Q2
$958K Buy
2024
Q1
$1.21M Buy
2023
Q4
$1.08M Sell
2023
Q3
$1.41M Buy
2023
Q2
$1.05M Buy
2023
Q1
$777K Buy
2022
Q4
$520K Sell
2022
Q3
$649K Buy
2022
Q2
$713K Buy
2022
Q1
$698K Buy