Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$742K Sell
2025
Q2
$2.11M Sell
2025
Q1
$4.12M Sell
2024
Q4
$8.13M Buy
2024
Q3
$5.51M Buy
2024
Q2
$2.21M Buy
2024
Q1
$1.71M Buy
2023
Q4
$1.63M Buy
2023
Q3
$909K Sell
2023
Q2
$2.14M Buy
2023
Q1
$1.25M Buy
2022
Q4
$516K Buy