Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.16M Buy
2025
Q2
$743K Buy
2025
Q1
$500K Sell
2024
Q4
$908K Buy
2024
Q3
$541K Sell
2024
Q2
$418K Hold
2024
Q1
$371K Sell
2023
Q4
$758K Sell
2023
Q3
$1.02M Sell
2023
Q2
$1.15M Sell
2023
Q1
$1.12M Buy
2022
Q4
$626K Sell
2022
Q3
$1.5M Hold
2022
Q2
$1.27M Buy
2022
Q1
$1.95M Buy
2021
Q4
$595K Buy