Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$327K Sell
2025
Q2
$641K Sell
2025
Q1
$3.93M Buy
2024
Q4
$3.88M Sell
2024
Q3
$7.84M Buy
2022
Q3
Sell
2022
Q2
$721K Sell
2022
Q1
$1.89M Buy