Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.8M Buy
2025
Q1
Sell
2024
Q4
$640K Sell
2024
Q3
$2.49M Buy
2024
Q2
$889K Buy
2024
Q1
Sell
2023
Q4
$242K Buy
2023
Q2
Sell
2023
Q1
$904K Buy
2022
Q4
$658K Sell
2022
Q3
$779K Buy
2021
Q3
Sell
2021
Q2
$628K Sell
2021
Q1
$565K Buy