Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.52M Buy
2025
Q2
$1.1M Buy
2025
Q1
$567K Sell
2024
Q4
$1.18M Buy
2024
Q3
$496K Sell
2024
Q2
$2.57M Sell
2024
Q1
$3.96M Buy
2023
Q4
$2.6M Sell
2023
Q3
$2.17M Buy
2023
Q2
$1.19M Sell
2023
Q1
$1.42M Buy
2022
Q4
$840K Buy
2022
Q3
$761K Buy
2022
Q2
$862K Buy
2022
Q1
$1.07M Buy