Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.72M Sell
2025
Q2
$1.78M Buy
2025
Q1
$841K Buy
2024
Q4
$1.13M Buy
2024
Q3
$669K Sell
2024
Q2
$555K Sell
2024
Q1
$583K Sell
2023
Q4
$900K Buy
2023
Q3
$877K Buy
2023
Q2
$963K Sell
2023
Q1
$919K Hold
2022
Q4
$919K Buy