Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.47M Buy
2025
Q2
$1.02M Sell
2025
Q1
$968K Buy
2024
Q4
$936K Buy
2024
Q3
$849K Sell
2024
Q2
$732K Sell
2024
Q1
$576K Sell
2023
Q4
$662K Buy
2023
Q3
$764K Sell
2023
Q2
$1.09M Buy
2023
Q1
$902K Buy
2022
Q4
$804K Buy
2022
Q3
$607K Buy