Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.54M Sell
2025
Q2
$4.5M Sell
2025
Q1
$3.39M Sell
2024
Q4
$4.08M Buy
2024
Q3
$3.58M Sell
2024
Q2
$3.64M Buy
2024
Q1
$2.03M Sell
2023
Q4
$1.58M Buy
2023
Q3
$515K Buy
2023
Q2
$578K Sell
2023
Q1
$579K Sell
2022
Q4
$498K Buy
2022
Q3
$447K Buy
2022
Q2
$475K Buy