Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.24M Sell
2025
Q2
$3.3M Sell
2025
Q1
$3.7M Sell
2024
Q4
$3.15M Buy
2024
Q3
$3.72M Buy
2024
Q2
$3.3M Buy
2024
Q1
$229K Sell
2023
Q4
$238K Buy
2023
Q3
$211K Buy