Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$3.27M Buy
2025
Q1
$1.41M Buy
2024
Q4
$476K Sell
2024
Q3
$1.21M Buy
2024
Q2
$694K Buy
2024
Q1
$171K Sell
2023
Q4
$735K Buy
2023
Q3
$357K Buy
2023
Q2
Sell
2023
Q1
$241K Buy
2022
Q4
Sell
2022
Q3
$410K Buy
2022
Q2
$435K Buy
2022
Q1
Sell
2021
Q4
$115K Sell
2021
Q3
$309K Buy