Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$809K Sell
2025
Q1
$4.11M Buy
2024
Q4
$2.14M Buy
2024
Q3
$1.06M Buy
2024
Q2
Sell
2024
Q1
$515K Sell
2023
Q4
$644K Buy
2023
Q3
$218K Sell
2023
Q2
$1.03M Buy
2023
Q1
$208K Sell
2022
Q4
$373K Buy
2022
Q2
Sell
2022
Q1
$520K Buy
2021
Q4
$463K Buy