Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.28M Buy
2025
Q2
$945K Buy
2025
Q1
$672K Buy
2024
Q4
$780K Buy
2024
Q3
$666K Buy
2024
Q2
$602K Buy
2024
Q1
$440K Sell
2023
Q4
$347K Sell
2023
Q3
$292K Buy
2023
Q2
$335K Buy
2023
Q1
$286K Hold
2022
Q4
$229K Sell
2022
Q3
$218K Buy
2022
Q2
$256K Sell
2022
Q1
$329K Buy