Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$855K Buy
2025
Q2
$686K Sell
2025
Q1
$784K Sell
2024
Q4
$1.07M Buy
2024
Q3
$1.15M Sell
2024
Q2
$1.12M Buy
2024
Q1
$1.19M Buy
2023
Q4
$1.35M Buy
2023
Q3
$1.2M Buy
2023
Q2
$1.23M Buy
2023
Q1
$923K Buy
2022
Q4
$588K Buy