Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$867K Sell
2025
Q2
$826K Sell
2025
Q1
$931K Sell
2024
Q4
$1.02M Sell
2024
Q3
$1.71M Sell
2024
Q2
$1.81M Sell
2024
Q1
$1.89M Sell
2023
Q4
$2.04M Sell
2023
Q3
$2.64M Sell
2023
Q2
$3.09M Buy
2023
Q1
$3.2M Buy
2022
Q4
$3.82M Buy