Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$3.18M Buy
2025
Q1
$2.82M Sell
2024
Q4
$3.32M Buy
2024
Q3
$2.35M Buy
2024
Q2
$1.9M Buy
2024
Q1
$884K Sell
2023
Q4
$1.45M Buy
2023
Q3
$754K Sell
2023
Q2
$940K Sell
2023
Q1
$863K Buy
2022
Q4
$872K Sell
2022
Q3
$698K Buy
2022
Q2
$609K Sell
2022
Q1
$733K Buy