Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Sell
2025
Q2
$352K Sell
2025
Q1
$350K Buy
2024
Q4
Sell
2024
Q3
$424K Sell
2024
Q2
$40.1M Buy
2024
Q1
$1.62M Buy
2023
Q4
$265K Buy
2022
Q1
Sell
2021
Q4
$6.61M Buy