Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$995K Sell
2025
Q2
$1.04M Buy
2025
Q1
Sell
2024
Q4
$5.61M Buy
2024
Q2
Sell
2024
Q1
$4.94M Buy
2023
Q4
$806K Sell
2023
Q3
$779K Sell
2023
Q2
$1.87M Buy
2023
Q1
$1.48M Buy
2022
Q4
$738K Sell
2022
Q3
$631K Buy
2022
Q2
Sell
2022
Q1
$70K Sell
2021
Q4
$127K Buy