Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.22M Sell
2025
Q3
$1.1M Buy
2025
Q2
$698K Buy
2025
Q1
$430K Buy
2024
Q4
$342K Sell
2024
Q3
$507K Sell
2024
Q2
$559K Buy
2024
Q1
$441K Buy
2023
Q4
$209K Buy