Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.19M Buy
2025
Q2
$757K Buy
2025
Q1
Sell
2024
Q4
$154K Sell
2024
Q3
$556K Sell
2024
Q2
$655K Buy
2024
Q1
$328K Sell
2023
Q4
$603K Buy
2023
Q3
$228K Buy
2022
Q2
Sell
2022
Q1
$207K Sell
2021
Q4
$747K Buy
2021
Q3
Sell
2021
Q2
$341K Buy