Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$527K Sell
2025
Q1
$725K Buy
2024
Q4
$574K Sell
2024
Q3
$4.42M Buy
2024
Q2
$1.76M Buy
2024
Q1
$693K Sell
2023
Q4
$4.74M Buy
2023
Q3
$3.42M Buy
2023
Q2
$965K Buy