Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.04M Buy
2025
Q3
$675K Sell
2025
Q2
$893K Sell
2025
Q1
$764K Buy
2024
Q4
$779K Sell
2024
Q3
$1.03M Sell
2024
Q2
$1.2M Sell
2024
Q1
$1.16M Sell
2023
Q4
$876K Buy
2023
Q3
$792K Buy
2023
Q2
$818K Sell
2023
Q1
$653K Buy
2022
Q4
$663K Buy
2022
Q3
$201K Buy