Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$393K Sell
2025
Q2
$1.5M Sell
2025
Q1
$6.29M Buy
2024
Q2
Sell
2024
Q1
$1.39M Buy
2023
Q1
Sell
2022
Q4
$683K Buy
2022
Q3
$559K Buy
2022
Q2
$310K Buy