Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.46M Buy
2025
Q2
$768K Sell
2025
Q1
$804K Buy
2024
Q4
$766K Sell
2024
Q3
$921K Sell
2024
Q2
$991K Buy
2024
Q1
$1.13M Buy
2023
Q4
$1.17M Sell
2023
Q3
$1.73M Buy
2023
Q2
$656K Sell
2023
Q1
$883K Sell
2022
Q4
$1.14M Buy
2022
Q3
$568K Buy