Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$476K Sell
2025
Q2
$610K Buy
2025
Q1
$462K Buy
2024
Q4
$430K Buy
2024
Q3
$504K Sell
2024
Q2
$476K Sell
2024
Q1
$3.48M Buy
2023
Q4
$780K Sell
2023
Q3
$744K Sell
2023
Q2
$2.36M Buy
2023
Q1
$2.24M Buy
2022
Q4
$2.09M Buy
2022
Q3
$1.5M Buy