Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.48M Sell
2025
Q2
$3.06M Buy
2025
Q1
$1.66M Buy
2024
Q4
$1.19M Buy
2024
Q3
$1M Sell
2024
Q2
$1.08M Buy
2024
Q1
$735K Buy
2023
Q4
$218K Sell
2023
Q3
$205K Buy
2018
Q4
Sell
2018
Q3
$230K Buy