Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$878K Sell
2025
Q2
$4.46M Sell
2025
Q1
$5.54M Buy
2024
Q4
$387K Sell
2024
Q3
$502K Sell
2024
Q2
$6.1M Buy
2024
Q1
$6.09M Buy
2023
Q4
$971K Buy
2023
Q3
$903K Buy