Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Sell
2025
Q2
$992K Buy
2025
Q1
$680K Sell
2024
Q4
$631K Sell
2024
Q3
$1.11M Buy
2024
Q2
Sell
2024
Q1
$3.43M Buy
2023
Q4
$805K Buy
2023
Q3
$350K Buy
2022
Q4
$21.5K Buy
2022
Q3
Sell
2022
Q2
$60K Buy
2022
Q1
Sell
2021
Q4
$151K Buy