Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.17M Buy
2025
Q2
$628K Sell
2025
Q1
$1.65M Buy
2024
Q4
$380K Buy
2024
Q3
$275K Buy
2024
Q2
Sell
2024
Q1
$770K Sell
2023
Q4
$681K Buy
2023
Q2
Sell
2023
Q1
$412K Sell
2022
Q4
$386K Buy
2022
Q2
Sell
2022
Q1
$206K Buy