Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.52M Sell
2025
Q2
$1.54M Sell
2025
Q1
$1.81M Sell
2024
Q4
$1.56M Sell
2024
Q3
$1.65M Sell
2024
Q2
$1.93M Buy
2024
Q1
$1.68M Buy
2023
Q4
$658K Sell
2023
Q3
$709K Buy
2023
Q2
$628K Sell
2023
Q1
$689K Buy