Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1M Sell
2025
Q2
$918K Sell
2025
Q1
$772K Buy
2024
Q4
$717K Hold
2024
Q3
$717K Buy
2024
Q2
$530K Sell
2024
Q1
$789K Sell
2023
Q4
$1.2M Sell
2023
Q3
$1.24M Sell
2023
Q2
$1.3M Buy
2023
Q1
$840K Buy
2022
Q4
$297K Buy