Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.76M Buy
2025
Q2
$4.62M Buy
2025
Q1
Sell
2024
Q4
$1.28M Sell
2024
Q3
$1.22M Buy
2024
Q2
$1.46M Sell
2024
Q1
$1.81M Sell
2023
Q4
$1.35M Buy
2023
Q3
$524K Buy
2023
Q2
$450K Buy
2022
Q4
Sell
2022
Q3
$291K Buy
2022
Q2
Sell
2022
Q1
$480K Buy
2021
Q4
$599K Sell
2021
Q3
$575K Buy
2021
Q2
$430K Buy