Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.03M Buy
2025
Q2
$3.16M Buy
2025
Q1
$2.36M Buy
2024
Q4
$2.05M Buy
2024
Q3
$1.9M Buy
2024
Q2
$747K Sell
2024
Q1
$834K Buy
2023
Q4
$706K Hold
2023
Q3
$606K Sell
2023
Q2
$581K Hold
2023
Q1
$569K Sell
2022
Q4
$637K Sell
2022
Q3
$542K Hold
2022
Q2
$644K Buy
2022
Q1
$568K Buy
2021
Q4
$528K Sell
2021
Q3
$601K Hold
2021
Q2
$601K Buy