Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.73M Buy
2024
Q4
Sell
2024
Q3
$935K Buy
2024
Q2
Sell
2024
Q1
$1.16M Buy
2023
Q4
Sell
2023
Q3
$565K Sell
2023
Q2
$498K Buy
2023
Q1
Sell
2022
Q4
$278K Sell
2022
Q3
$347K Buy
2021
Q4
Sell
2021
Q3
$550K Buy