Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$813K Hold
2025
Q2
$886K Sell
2025
Q1
$934K Sell
2024
Q4
$717K Sell
2024
Q3
$711K Sell
2024
Q2
$1.33M Sell
2024
Q1
$1.49M Sell
2023
Q4
$1.3M Sell
2023
Q3
$1.27M Sell
2023
Q2
$1.1M Sell
2023
Q1
$7.5M Buy
2022
Q4
$5.86M Sell
2022
Q3
$8.39M Buy