Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.1M Buy
2025
Q2
$316K Sell
2025
Q1
$1.2M Buy
2024
Q4
$1.07M Buy
2024
Q3
$923K Buy
2024
Q2
$415K Buy
2024
Q1
$535K Sell
2023
Q4
$1.35M Sell
2023
Q3
$1.15M Buy
2023
Q2
$1.31M Sell
2023
Q1
$1.38M Buy
2022
Q4
$1.17M Buy
2022
Q3
$969K Sell
2022
Q2
$1.22M Buy
2022
Q1
$1.36M Buy