Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.12M Sell
2025
Q2
$1.13M Buy
2025
Q1
$763K Hold
2024
Q4
$880K Sell
2024
Q3
$764K Buy
2024
Q2
$785K Hold
2024
Q1
$733K Buy
2022
Q4
Sell
2022
Q3
$242K Sell
2022
Q2
$389K Sell
2022
Q1
$812K Sell
2021
Q4
$1.19M Buy