Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.71M Sell
2025
Q2
$4.35M Buy
2025
Q1
$423K Buy
2024
Q4
$409K Sell
2024
Q3
$326K Buy
2024
Q2
$259K Sell
2024
Q1
$321K Buy
2023
Q4
$375K Sell
2023
Q3
$272K Buy
2023
Q2
$314K Sell
2023
Q1
$378K Buy