Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.35M Buy
2025
Q1
$2.1M Sell
2024
Q4
$2.59M Buy
2024
Q3
$2.68M Buy
2024
Q2
$1.21M Buy
2024
Q1
$480K Buy
2023
Q4
$530K Buy
2023
Q3
$387K Buy
2023
Q2
$468K Buy
2023
Q1
$583K Buy
2022
Q4
$79.3K Sell
2022
Q3
$78K Sell
2022
Q2
$123K Buy
2022
Q1
$137K Buy