Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.26M Buy
2025
Q1
$574K Sell
2024
Q4
$1.1M Sell
2024
Q3
$1.36M Buy
2024
Q2
Sell
2024
Q1
$398K Buy
2023
Q4
Sell
2023
Q3
$843K Buy
2023
Q2
$235K Sell
2023
Q1
$685K Buy
2022
Q3
Sell
2022
Q2
$315K Buy