Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$333K Sell
2025
Q2
$412K Sell
2025
Q1
$3.49M Buy
2024
Q4
$1.99M Buy
2024
Q3
$1.68M Buy
2024
Q2
$1.08M Buy
2024
Q1
$732K Buy
2023
Q4
$406K Buy
2023
Q3
$327K Buy
2023
Q2
$237K Buy