Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.45M Sell
2025
Q2
$1.26M Sell
2025
Q1
$2.12M Buy
2024
Q4
$904K Buy
2024
Q3
$557K Buy
2024
Q2
$385K Buy
2024
Q1
$262K Sell
2023
Q4
$393K Buy
2023
Q3
$357K Sell
2023
Q2
$811K Buy
2023
Q1
$402K Buy