Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$848K Sell
2025
Q2
$3.07M Buy
2025
Q1
$325K Buy
2024
Q2
Sell
2024
Q1
$423K Buy
2023
Q4
Sell
2023
Q3
$413K Buy
2023
Q2
Sell
2023
Q1
$425K Buy
2022
Q4
$317K Buy