Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$269K Sell
2025
Q1
$2.01M Sell
2024
Q4
$5.46M Sell
2024
Q3
$10.7M Hold
2024
Q2
$10.9M Sell
2024
Q1
$11.5M Sell
2023
Q4
$11.9M Buy
2023
Q3
$14M Buy
2023
Q2
$13.3M Buy
2023
Q1
$7.07M Buy
2022
Q4
Sell
2022
Q3
$2.45M Buy
2022
Q2
$158K Sell
2022
Q1
$2.12M Buy