Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$215K Sell
2025
Q1
$5.21M Sell
2024
Q4
$5.3M Buy
2024
Q3
$4.6M Buy
2024
Q2
$3.82M Buy
2023
Q4
$3.54M Buy
2023
Q3
$1.04M Buy
2023
Q2
$1.05M Buy
2023
Q1
$843K Sell
2022
Q4
$718K Buy