Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$470K Sell
2025
Q2
$549K Buy
2025
Q1
$422K Sell
2024
Q4
$656K Sell
2024
Q3
$813K Sell
2024
Q2
$2.28M Buy
2024
Q1
$1.95M Buy
2023
Q4
$2M Buy
2023
Q3
$1.43M Buy
2023
Q2
$1.31M Sell
2023
Q1
$1.05M Buy