Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$3.23M Buy
2025
Q1
$3.53M Buy
2024
Q4
$2.56M Buy
2024
Q3
$1.95M Buy
2024
Q2
$1.85M Sell
2024
Q1
$1.94M Sell
2023
Q4
$2.07M Sell
2023
Q3
$2.28M Sell
2023
Q2
$2.08M Sell
2023
Q1
$2.04M Buy
2022
Q4
$1.91M Buy
2022
Q3
$465K Sell
2022
Q2
$452K Sell
2022
Q1
$492K Buy