Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$949K Buy
2025
Q1
Sell
2024
Q4
$477K Sell
2024
Q3
$874K Sell
2024
Q2
$982K Buy
2023
Q4
Sell
2023
Q3
$3.79M Buy
2023
Q1
Sell
2022
Q4
$250K Buy