Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$799K Sell
2025
Q2
$927K Buy
2024
Q4
Sell
2024
Q3
$1.23M Buy
2024
Q1
Sell
2023
Q4
$103K Sell
2023
Q3
$240K Buy
2023
Q1
Sell
2022
Q4
$516K Buy
2022
Q3
Sell
2022
Q2
$509K Buy
2022
Q1
$318K Buy
2021
Q2
Sell
2021
Q1
$70K Buy