Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.15M Buy
2025
Q2
$740K Buy
2025
Q1
$806K Buy
2024
Q4
$814K Buy
2024
Q3
$701K Buy
2024
Q2
$569K Buy
2024
Q1
$469K Buy
2023
Q4
$466K Buy
2023
Q3
$320K Sell
2023
Q2
$3.09M Buy
2023
Q1
$2.87M Buy
2021
Q2
Sell
2021
Q1
$916K Hold
2020
Q4
$916K Buy