Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$944K Sell
2025
Q1
$1.16M Buy
2024
Q4
$1.22M Hold
2024
Q3
$1.3M Buy
2024
Q2
$674K Hold
2024
Q1
$814K Sell
2023
Q4
$982K Hold
2023
Q3
$762K Buy
2023
Q2
$615K Hold
2023
Q1
$515K Hold
2022
Q4
$443K Hold
2022
Q3
$356K Buy