Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.6M Sell
2025
Q1
$3.29M Buy
2024
Q4
Sell
2024
Q3
$506K Buy
2024
Q1
Sell
2023
Q4
$779K Buy
2023
Q3
Sell
2023
Q2
$483K Buy
2022
Q1
Sell
2021
Q4
$239K Buy