Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.91M Buy
2025
Q2
$201K Sell
2025
Q1
$2.68M Buy
2024
Q4
$406K Buy
2024
Q3
$398K Sell
2024
Q2
$404K Buy
2024
Q1
Sell
2023
Q4
$253K Sell
2023
Q3
$270K Buy