Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.26M Sell
2025
Q2
$1.34M Sell
2025
Q1
$1.02M Buy
2024
Q4
$1.18M Buy
2024
Q3
$916K Buy
2024
Q2
$847K Hold
2024
Q1
$835K Buy
2023
Q4
$592K Hold
2023
Q3
$524K Sell
2023
Q2
$500K Buy
2023
Q1
$409K Sell
2022
Q4
$389K Buy
2022
Q3
$304K Buy