Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$589K Sell
2025
Q2
$4.77M Sell
2025
Q1
$4.04M Sell
2024
Q4
$10.5M Sell
2024
Q3
$21.8M Buy
2024
Q2
$9.58M Buy
2024
Q1
$4.55M Buy
2023
Q4
$1.73M Buy
2023
Q3
$837K Buy
2023
Q1
Sell
2022
Q4
$2.33M Buy
2022
Q3
Sell
2022
Q2
$46K Hold
2022
Q1
$50K Buy