Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.35M Hold
2025
Q2
$1.11M Buy
2025
Q1
$885K Buy
2024
Q4
$866K Buy
2024
Q3
$979K Sell
2024
Q2
$1.28M Hold
2024
Q1
$1.22M Sell
2023
Q4
$958K Buy
2023
Q3
$706K Buy
2023
Q2
$804K Sell
2023
Q1
$807K Buy
2022
Q4
$593K Buy
2022
Q3
$444K Buy
2022
Q2
$374K Buy
2022
Q1
$207K Buy