Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.09M Sell
2025
Q1
$1.94M Buy
2023
Q4
Sell
2023
Q3
$1.44M Buy
2023
Q2
$366K Sell
2023
Q1
$925K Buy
2022
Q4
Sell
2022
Q3
$1.12M Buy
2021
Q4
Sell
2021
Q3
$294K Buy