Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.15M Buy
2025
Q2
$656K Sell
2025
Q1
$510K Buy
2024
Q4
$450K Buy
2024
Q3
$375K Buy
2024
Q2
$218K Buy
2024
Q1
$140K Sell
2023
Q4
$80.2K Sell
2023
Q3
$80K Hold
2023
Q2
$77.8K Sell
2023
Q1
$116K Sell
2022
Q4
$61.7K Buy