Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.01M Sell
2025
Q2
$4.65M Buy
2025
Q1
$565K Sell
2024
Q4
$818K Buy
2024
Q1
Sell
2023
Q4
$541K Sell
2023
Q3
$893K Buy
2023
Q2
Sell
2023
Q1
$825K Buy
2022
Q4
$459K Sell
2022
Q3
$760K Buy
2022
Q2
$498K Buy
2021
Q2
Sell
2021
Q1
$232K Buy