Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$757K Sell
2025
Q1
$942K Buy
2024
Q3
Sell
2024
Q2
$888K Buy
2024
Q1
$920K Buy
2023
Q4
$440K Sell
2023
Q3
$2.41M Buy
2023
Q2
$1.59M Buy
2023
Q1
$760K Sell
2022
Q4
$1.05M Buy