Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.2M Sell
2025
Q1
$1.33M Buy
2024
Q4
$918K Buy
2024
Q3
$1.02M Sell
2024
Q2
$1.04M Buy
2024
Q1
$1.03M Sell
2023
Q4
$677K Sell
2023
Q3
$665K Buy
2023
Q2
Sell
2023
Q1
$1.09M Buy
2022
Q4
$807K Buy
2022
Q3
$409K Sell
2022
Q2
$318K Buy
2022
Q1
$332K Buy
2021
Q4
$317K Buy
2021
Q3
$319K Buy