Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.82M Buy
2025
Q2
$890K Buy
2025
Q1
$553K Sell
2024
Q4
$826K Sell
2024
Q3
$1.12M Sell
2024
Q2
$999K Buy
2024
Q1
$782K Buy
2023
Q4
$740K Buy
2023
Q3
$407K Buy
2023
Q2
$412K Hold
2023
Q1
$412K Hold
2022
Q4
$334K Buy
2022
Q3
$124K Hold
2022
Q2
$144K Buy