Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.23M Buy
2025
Q2
$849K Buy
2025
Q1
$439K Buy
2024
Q4
$410K Sell
2024
Q3
$271K Sell
2024
Q2
$211K Sell
2024
Q1
$224K Sell
2023
Q4
$715K Sell
2023
Q3
$746K Sell
2023
Q2
$809K Sell
2023
Q1
$669K Sell
2022
Q4
$939K Sell
2022
Q3
$3.03M Buy
2022
Q2
$2.46M Sell
2022
Q1
$4.25M Buy