Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.18M Buy
2025
Q2
$955K Sell
2025
Q1
$1.05M Sell
2024
Q4
$897K Sell
2024
Q3
$1.17M Buy
2024
Q2
$671K Sell
2024
Q1
$855K Buy
2023
Q4
$577K Buy
2023
Q3
$435K Buy