Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.38M Buy
2025
Q1
Sell
2024
Q4
$370K Sell
2024
Q3
$504K Sell
2024
Q2
$482K Buy
2023
Q4
Sell
2023
Q3
$1.5M Buy
2022
Q4
Sell
2022
Q3
$219K Buy
2022
Q2
Sell
2022
Q1
$543K Buy
2021
Q4
$247K Buy