Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.92M Sell
2025
Q1
$1.35M Sell
2024
Q4
$3.55M Buy
2024
Q3
$1.62M Buy
2024
Q2
Sell
2024
Q1
$582K Sell
2023
Q4
$1.99M Sell
2023
Q3
$1.03M Buy
2023
Q2
$628K Sell
2023
Q1
$794K Buy
2021
Q4
Sell
2021
Q3
$381K Buy