Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.7M Buy
2025
Q2
$868K Sell
2025
Q1
$870K Buy
2024
Q4
$214K Sell
2024
Q3
$1.15M Buy
2024
Q2
$698K Buy
2024
Q1
$401K Buy
2023
Q4
$467K Sell
2023
Q3
$859K Buy
2023
Q2
$444K Sell
2023
Q1
$494K Buy
2022
Q4
$436K Sell
2022
Q3
$407K Buy
2022
Q2
$287K Buy