Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.4M Sell
2025
Q2
$1.43M Buy
2025
Q1
$1.43M Buy
2024
Q4
$1.18M Buy
2024
Q3
$1.07M Buy
2024
Q2
$896K Buy
2024
Q1
$725K Buy
2023
Q4
$254K Buy
2023
Q3
$219K Buy
2022
Q4
Sell
2022
Q3
$409K Buy
2022
Q2
Sell
2022
Q1
$650K Buy