Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.27M Buy
2025
Q1
$1.14M Sell
2024
Q4
$1.56M Buy
2024
Q3
$1.42M Buy
2024
Q2
$1.19M Buy
2024
Q1
$531K Buy
2023
Q4
$541K Sell
2023
Q3
$517K Buy
2023
Q2
$436K Buy
2023
Q1
$448K Sell
2022
Q4
$467K Buy
2022
Q3
$439K Sell
2022
Q2
$502K Buy
2022
Q1
$520K Buy
2021
Q4
$500K Buy
2021
Q3
$305K Buy