Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.02M Sell
2025
Q2
$1.02M Sell
2025
Q1
$804K Buy
2024
Q4
$611K Buy
2024
Q3
Sell
2024
Q2
$494K Sell
2024
Q1
$567K Sell
2023
Q4
$501K Buy
2023
Q3
$369K Sell
2023
Q2
$348K Buy
2023
Q1
$222K Buy
2022
Q4
Sell
2022
Q3
$244K Buy