Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$633K Buy
2025
Q2
$519K Sell
2025
Q1
$474K Sell
2024
Q4
$1.36M Buy
2024
Q3
$1.42M Buy
2024
Q2
$397K Sell
2024
Q1
$1.35M Sell
2023
Q4
$1.06M Buy
2023
Q3
$901K Buy
2021
Q2
Sell
2021
Q1
$213K Buy