Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.04M Buy
2024
Q3
Sell
2024
Q2
$394K Buy
2024
Q1
Sell
2023
Q4
$222K Sell
2023
Q3
$339K Sell
2023
Q2
$688K Buy
2023
Q1
$266K Buy
2022
Q1
Sell
2021
Q4
$369K Buy