Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.35M Sell
2025
Q2
$4.3M Buy
2025
Q1
$4.26M Buy
2024
Q1
Sell
2023
Q4
$1.28M Sell
2023
Q3
$2.69M Sell
2023
Q2
$3.01M Buy
2023
Q1
$2.31M Sell
2022
Q4
$2.81M Buy
2022
Q3
$1.63M Buy
2022
Q2
$1.02M Buy
2022
Q1
$400K Sell
2021
Q4
$1.2M Buy