Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.05M Buy
2025
Q1
$844K Sell
2024
Q4
$1.25M Buy
2024
Q3
$1.22M Buy
2024
Q2
$403K Sell
2024
Q1
$929K Sell
2023
Q4
$1.32M Buy
2023
Q3
$282K Buy
2023
Q2
$198K Sell
2023
Q1
$219K Buy
2022
Q4
$175K Buy
2022
Q3
$16K Sell
2022
Q2
$22K Sell
2022
Q1
$70K Buy