Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Sell
2025
Q2
$1.41M Buy
2025
Q1
Sell
2024
Q4
$427K Sell
2024
Q3
$577K Sell
2024
Q2
$808K Buy
2023
Q4
Sell
2023
Q3
$673K Buy
2023
Q2
$620K Buy
2023
Q1
Sell
2022
Q4
$681K Buy