Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.21M Buy
2025
Q1
$574K Buy
2024
Q2
Sell
2024
Q1
$209K Sell
2023
Q4
$501K Sell
2023
Q3
$703K Buy
2023
Q2
$687K Buy
2023
Q1
Sell
2022
Q4
$236K Sell
2022
Q3
$210K Buy
2022
Q1
Sell
2021
Q4
$210K Sell
2021
Q3
$936K Buy