Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.55M Buy
2025
Q2
$3.48M Sell
2025
Q1
$3.3M Sell
2024
Q4
$3.32M Sell
2024
Q3
$3.69M Buy
2024
Q2
$3.28M Buy
2024
Q1
$372K Buy
2023
Q4
$246K Sell
2023
Q3
$217K Buy
2023
Q2
$200K Buy
2022
Q3
Sell
2022
Q2
$209K Buy