Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.3M Buy
2025
Q2
$1.58M Buy
2025
Q1
$460K Sell
2024
Q4
$945K Buy
2024
Q3
$1.14M Buy
2024
Q1
Sell
2023
Q4
$989K Buy
2023
Q3
$717K Buy
2023
Q2
$605K Buy
2023
Q1
$388K Buy
2022
Q4
$257K Buy
2022
Q3
$231K Buy
2021
Q4
Sell
2021
Q3
$366K Buy
2021
Q2
$224K Sell
2021
Q1
$364K Sell
2020
Q4
$600K Buy
2020
Q3
$394K Buy