Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$845K Sell
2025
Q2
$1.03M Sell
2025
Q1
$10M Sell
2024
Q4
$14.5M Buy
2024
Q3
$11M Buy
2024
Q2
$1.79M Sell
2024
Q1
$13.7M Buy
2023
Q4
$346K Buy
2023
Q3
Sell
2023
Q2
$608K Buy
2022
Q4
Sell
2022
Q3
$247K Sell
2022
Q2
$3.27M Buy
2022
Q1
$201K Sell
2021
Q4
$332K Buy
2021
Q3
Sell
2021
Q2
$372K Buy