Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.6M Sell
2025
Q1
$2.24M Buy
2024
Q4
$1.18M Buy
2024
Q3
$294K Sell
2024
Q2
$330K Sell
2024
Q1
$1.65M Buy
2023
Q4
$275K Sell
2023
Q3
$309K Buy
2023
Q2
$201K Sell
2023
Q1
$288K Buy