Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$847K Sell
2025
Q2
$5.19M Buy
2025
Q1
$2.86M Buy
2024
Q4
$534K Buy
2024
Q3
$421K Sell
2024
Q2
$7.56M Buy
2023
Q3
Sell
2023
Q2
$318K Sell
2023
Q1
$778K Buy
2022
Q4
$374K Buy
2022
Q3
Sell
2022
Q2
$519K Sell
2022
Q1
$1.27M Buy
2021
Q2
Sell
2021
Q1
$203K Buy