Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.54M Buy
2025
Q2
$983K Sell
2025
Q1
$1.03M Sell
2024
Q4
$1.01M Buy
2024
Q3
$717K Buy
2024
Q2
$670K Sell
2024
Q1
$767K Buy
2023
Q4
$446K Buy
2023
Q3
$394K Buy
2023
Q2
$284K Sell
2023
Q1
$293K Buy