Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.05M Sell
2025
Q2
$2.36M Sell
2025
Q1
$2.52M Sell
2024
Q4
$2.29M Sell
2024
Q3
$2.22M Sell
2024
Q2
$2.01M Buy
2024
Q1
$491K Buy
2023
Q4
$463K Buy
2023
Q3
$385K Buy
2022
Q4
Sell
2022
Q3
$221K Buy