Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$992K Sell
2025
Q2
$5.71M Buy
2025
Q1
Sell
2024
Q4
$1.82M Buy
2024
Q3
$1.57M Buy
2024
Q2
$211K Sell
2024
Q1
$989K Buy
2023
Q4
$290K Sell
2023
Q3
$2.09M Sell
2023
Q2
$6.43M Sell
2023
Q1
$7.29M Buy
2022
Q4
$370K Buy
2022
Q3
Sell
2022
Q2
$295K Buy
2020
Q4
Sell
2020
Q3
$383K Buy