Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.2M Sell
2025
Q2
$1.23M Buy
2025
Q1
$462K Sell
2024
Q4
$641K Sell
2024
Q3
$626K Buy
2024
Q2
$507K Sell
2024
Q1
$624K Buy
2023
Q4
$379K Buy
2023
Q3
$273K Sell
2023
Q2
$403K Buy
2023
Q1
$261K Sell
2022
Q4
$252K Buy
2022
Q3
$177K Buy