Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$3.24M Buy
2025
Q1
$1.69M Sell
2024
Q4
$2.82M Sell
2024
Q3
$5.41M Sell
2024
Q2
$6.45M Buy
2024
Q1
$3.3M Buy
2023
Q4
$2.03M Sell
2023
Q3
$2.32M Sell
2023
Q2
$3.65M Buy
2023
Q1
$2.58M Buy
2022
Q4
$498K Sell
2022
Q3
$2.86M Buy
2022
Q2
$2.08M Buy
2022
Q1
$510K Sell
2021
Q4
$697K Buy