Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.92M Buy
2024
Q3
Sell
2024
Q2
$1.15M Buy
2023
Q1
Sell
2022
Q4
$417K Sell
2022
Q3
$736K Buy
2022
Q2
$578K Sell
2022
Q1
$1.09M Buy
2021
Q4
$541K Sell
2021
Q3
$611K Buy
2021
Q2
$542K Buy