Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.24M Buy
2025
Q2
$1.09M Buy
2025
Q1
$263K Sell
2024
Q4
$514K Sell
2024
Q3
$852K Buy
2024
Q2
$868K Sell
2024
Q1
$1.28M Sell
2023
Q4
$1.39M Sell
2023
Q3
$1.43M Buy
2023
Q2
$1.52M Sell
2023
Q1
$1.45M Sell
2022
Q4
$2M Buy