Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.46M Sell
2025
Q1
$4.19M Buy
2024
Q4
$793K Sell
2024
Q3
$850K Sell
2024
Q2
$2.76M Sell
2024
Q1
$3.72M Buy
2023
Q4
$1.1M Buy
2023
Q3
Sell
2023
Q2
$288K Buy
2023
Q1
Sell
2022
Q4
$979K Buy
2022
Q3
Sell
2022
Q2
$2.12M Buy
2021
Q3
Sell
2021
Q2
$890K Buy