Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.85M Sell
2025
Q2
$2.29M Buy
2025
Q1
$2.16M Sell
2024
Q4
$2.22M Buy
2024
Q3
$2.47M Buy
2024
Q2
$807K Sell
2024
Q1
$920K Buy
2023
Q4
$803K Sell
2023
Q3
$863K Buy