Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$860K Buy
2025
Q2
$943K Buy
2025
Q1
$1.13M Buy
2024
Q4
$1.1M Buy
2024
Q3
$994K Buy
2024
Q2
$821K Sell
2024
Q1
$866K Buy
2023
Q4
$706K Buy
2023
Q3
$597K Buy
2023
Q2
$479K Buy
2023
Q1
$390K Buy
2022
Q4
$342K Buy
2022
Q3
$212K Buy
2017
Q1
Sell
2016
Q4
$15K Buy