Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.65M Sell
2025
Q2
$1.4M Sell
2025
Q1
$1.17M Sell
2024
Q4
$1.24M Buy
2024
Q3
$1.42M Buy
2024
Q2
$1.53M Buy
2024
Q1
$1.12M Buy
2023
Q4
$835K Buy
2023
Q3
$495K Buy