Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$553K Sell
2025
Q2
$1.13M Buy
2024
Q4
Sell
2024
Q3
$2.33M Buy
2024
Q2
$1.07M Buy
2024
Q1
Sell
2023
Q4
$616K Buy
2023
Q3
$401K Buy
2023
Q2
$360K Buy
2021
Q4
Sell
2021
Q3
$323K Buy