Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.9M Buy
2025
Q1
$1.94M Buy
2024
Q4
$690K Buy
2024
Q3
Sell
2024
Q2
$833K Buy
2023
Q4
Sell
2023
Q3
$669K Buy
2022
Q2
Sell
2022
Q1
$314K Buy