Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.83M Sell
2025
Q2
$3.32M Sell
2025
Q1
$2.91M Buy
2024
Q4
$268K Sell
2024
Q3
$653K Sell
2024
Q2
$668K Sell
2024
Q1
$654K Buy
2023
Q2
Sell
2023
Q1
$596K Buy
2022
Q4
$448K Sell
2022
Q3
$639K Buy
2022
Q2
$694K Buy
2022
Q1
$492K Buy