Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$407K Sell
2025
Q2
$3.99M Buy
2025
Q1
$466K Buy
2024
Q2
Sell
2024
Q1
$681K Buy
2023
Q4
$306K Sell
2023
Q3
$949K Buy
2022
Q3
Sell
2022
Q2
$238K Buy
2021
Q4
Sell
2021
Q3
$479K Buy