Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.75M Buy
2024
Q3
Sell
2024
Q2
$545K Sell
2024
Q1
$4.13M Buy
2023
Q4
$2.8M Sell
2023
Q3
$3.42M Buy
2023
Q2
$1.19M Sell
2023
Q1
$1.46M Buy
2022
Q4
$286K Sell
2022
Q3
$365K Buy
2022
Q2
$292K Buy