Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.3M Sell
2025
Q2
$2.81M Buy
2025
Q1
$2.39M Buy
2024
Q4
$2.12M Buy
2024
Q3
$1.85M Buy
2024
Q2
$1.35M Buy
2024
Q1
$1.22M Buy
2023
Q4
$628K Buy
2023
Q3
$466K Buy
2023
Q2
$434K Sell
2023
Q1
$403K Buy
2022
Q4
$282K Buy
2022
Q2
Sell
2022
Q1
$611K Buy