Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.07M Buy
2025
Q2
Sell
2025
Q1
$418K Buy
2024
Q4
Sell
2024
Q3
$397K Buy
2024
Q1
Sell
2023
Q4
$976K Buy
2023
Q3
Sell
2023
Q2
$1.16M Buy
2023
Q1
$848K Sell
2022
Q4
$943K Buy
2022
Q3
Sell
2022
Q2
$504K Buy
2022
Q1
$393K Buy