Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.43M Sell
2025
Q1
$2.65M Buy
2024
Q4
$1.67M Buy
2024
Q3
$371K Buy
2024
Q2
$208K Sell
2024
Q1
$1.08M Buy
2023
Q4
Sell
2023
Q3
$773K Buy
2023
Q2
Sell
2023
Q1
$328K Buy
2022
Q2
Sell
2022
Q1
$723K Sell
2021
Q4
$1.31M Buy