Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.82M Sell
2025
Q1
$3.84M Buy
2024
Q4
$3.93M Sell
2024
Q3
$4.19M Buy
2024
Q2
$1.21M Buy
2024
Q1
$1.17M Buy
2023
Q4
$801K Sell
2023
Q3
$1.07M Buy
2023
Q2
$621K Hold
2023
Q1
$644K Sell
2022
Q4
$716K Buy