Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.41M Buy
2025
Q1
$284K Sell
2024
Q4
$626K Buy
2024
Q1
Sell
2023
Q4
$206K Sell
2023
Q3
$518K Buy
2023
Q2
$380K Buy
2023
Q1
$256K Sell
2022
Q4
$450K Buy
2022
Q3
$266K Buy