Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$291K Sell
2025
Q2
$348K Buy
2025
Q1
$274K Buy
2024
Q3
$287K Sell
2024
Q2
$223K Sell
2024
Q1
$228K Buy
2023
Q3
$2.08M Buy
2023
Q2
$2.11M Buy
2023
Q1
$1.7M Buy