Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$894K Sell
2025
Q1
$37.2M Buy
2024
Q4
$799K Sell
2024
Q3
$2.29M Buy
2024
Q2
$1.63M Sell
2024
Q1
$1.13M Sell
2023
Q4
$702K Sell
2023
Q3
$572K Sell
2023
Q2
$369K Buy
2023
Q1
$137K Sell
2022
Q4
$73.5K Buy
2022
Q2
Sell
2022
Q1
$240K Buy
2021
Q4
Sell
2021
Q3
$329K Buy