Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.85M Sell
2025
Q2
$2.9M Buy
2025
Q1
$2.47M Buy
2024
Q4
$1.39M Buy
2024
Q3
$673K Sell
2024
Q2
$675K Buy
2024
Q1
$619K Sell
2023
Q4
$2.68M Buy
2023
Q3
$1.9M Buy