Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$271K Sell
2025
Q2
$1.09M Buy
2025
Q1
$762K Buy
2024
Q4
$668K Sell
2024
Q3
$765K Buy
2024
Q2
$486K Sell
2024
Q1
$704K Buy
2023
Q4
$657K Buy