Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$885K Buy
2024
Q2
Sell
2024
Q1
$646K Buy
2023
Q4
$156K Sell
2023
Q3
$283K Sell
2023
Q2
$7.76M Buy
2023
Q1
$2.38M Buy
2022
Q3
Sell
2022
Q2
$303K Buy
2022
Q1
$248K Buy