Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.74M Buy
2025
Q1
$444K Buy
2024
Q4
$389K Sell
2024
Q3
$611K Buy
2024
Q2
Sell
2024
Q1
$687K Buy
2023
Q4
Sell
2023
Q3
$875K Buy
2023
Q1
Sell
2022
Q4
$4.18M Buy
2022
Q3
Sell
2022
Q2
$434K Buy
2021
Q3
Sell
2021
Q2
$8.43M Buy