Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$725K Buy
2025
Q1
Sell
2024
Q4
$758K Buy
2024
Q3
$479K Sell
2024
Q2
$1.99M Sell
2024
Q1
$2.69M Buy
2023
Q4
$2.15M Sell
2023
Q3
$6.79M Buy
2023
Q2
$1.96M Buy