Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$306K Sell
2025
Q2
$323K Sell
2025
Q1
$1.48M Sell
2024
Q4
$2.74M Sell
2024
Q3
$7.05M Sell
2024
Q2
$5.9M Sell
2024
Q1
$11.4M Buy
2023
Q4
$5.37M Buy
2023
Q3
$3.26M Buy