Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.12M Sell
2025
Q2
$805K Buy
2025
Q1
$653K Sell
2024
Q4
$1.83M Sell
2024
Q3
$1.19M Sell
2024
Q2
$934K Buy
2024
Q1
$783K Sell
2023
Q4
$1.22M Buy
2023
Q3
$624K Buy