Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.04M Hold
2025
Q1
$1.71M Buy
2024
Q4
$1.17M Buy
2024
Q3
$769K Buy
2024
Q2
$563K Buy
2024
Q1
$235K Sell
2023
Q4
$904K Sell
2023
Q3
$2.11M Sell
2023
Q2
$3.51M Sell
2023
Q1
$5.45M Buy
2022
Q4
$3.76M Sell
2022
Q3
$3.28M Buy
2022
Q2
$1.73M Buy