Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$359K Sell
2025
Q2
$399K Sell
2025
Q1
$1.45M Buy
2024
Q4
$1.66M Buy
2024
Q3
Sell
2024
Q2
$1.08M Hold
2024
Q1
$1.21M Buy
2023
Q4
$1.07M Sell
2023
Q3
$812K Buy
2023
Q2
$721K Buy