Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.82M Buy
2025
Q2
Sell
2025
Q1
$847K Buy
2024
Q4
$755K Buy
2024
Q3
Sell
2024
Q2
$400K Buy
2024
Q1
$206K Buy
2023
Q4
Sell
2023
Q3
$600K Buy
2023
Q2
Sell
2023
Q1
$320K Sell
2022
Q4
$453K Buy
2022
Q1
Sell
2021
Q4
$394K Buy