Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.55M Buy
2025
Q2
$1.35M Buy
2025
Q1
$1.04M Sell
2024
Q4
$1.02M Buy
2024
Q3
$1.05M Buy
2024
Q2
$1M Buy
2024
Q1
$943K Sell
2023
Q4
$835K Sell
2023
Q3
$715K Sell
2023
Q2
$728K Sell
2023
Q1
$584K Sell
2022
Q4
$531K Buy
2022
Q3
$526K Buy
2022
Q2
$387K Buy
2022
Q1
$430K Buy
2021
Q4
$387K Buy
2021
Q3
$397K Buy
2021
Q2
$322K Buy