Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.2M Buy
2025
Q2
$2.85M Buy
2025
Q1
$779K Buy
2024
Q4
$585K Buy
2024
Q3
$310K Sell
2024
Q2
$382K Buy
2024
Q1
$310K Buy
2023
Q4
$284K Buy
2023
Q3
Sell
2023
Q2
$676K Sell
2023
Q1
$894K Sell
2022
Q4
$1.12M Buy
2022
Q3
$892K Buy
2022
Q2
$935K Buy
2022
Q1
$690K Buy
2021
Q4
$228K Sell
2021
Q3
$332K Buy
2021
Q2
$216K Sell
2021
Q1
$316K Buy