Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$587K Sell
2025
Q2
$5.24M Buy
2025
Q1
Sell
2024
Q4
$820K Sell
2024
Q3
$1.43M Buy
2024
Q2
$364K Buy
2024
Q1
Sell
2023
Q4
$604K Buy
2023
Q3
Sell
2023
Q2
$1.16M Buy
2023
Q1
Sell
2022
Q4
$1.28M Buy
2021
Q3
Sell
2021
Q2
$282K Buy