Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$937K Buy
2025
Q1
$494K Buy
2024
Q4
$187K Sell
2024
Q3
$237K Buy
2024
Q2
$209K Sell
2024
Q1
$4.7M Buy
2023
Q4
$617K Buy
2023
Q3
$334K Buy
2023
Q2
$203K Buy
2023
Q1
$150K Buy
2022
Q4
Sell
2022
Q3
$154K Buy
2022
Q1
Sell
2021
Q4
$8.14M Sell
2021
Q3
$32M Buy