Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$702K Sell
2025
Q2
$890K Sell
2025
Q1
$1.04M Sell
2024
Q4
$1.82M Sell
2024
Q3
$2.19M Buy
2024
Q2
$2.35M Buy
2024
Q1
$1.99M Buy
2023
Q4
$2.34M Buy
2023
Q3
$2M Buy
2023
Q2
$213K Buy
2021
Q4
Sell
2021
Q3
$201K Buy