Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$645K Sell
2025
Q1
$1.07M Buy
2024
Q4
$511K Buy
2024
Q1
Sell
2023
Q4
$499K Buy
2023
Q3
$210K Buy
2023
Q2
Sell
2023
Q1
$472K Sell
2022
Q4
$991K Buy
2022
Q3
$246K Buy
2022
Q2
$234K Sell
2022
Q1
$265K Buy
2021
Q4
$114K Buy