Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.24M Buy
2025
Q2
$1.15M Buy
2025
Q1
$1.2M Buy
2024
Q4
$1.07M Buy
2024
Q3
$994K Buy
2024
Q2
$952K Buy
2024
Q1
$929K Sell
2023
Q4
$902K Buy
2023
Q3
$873K Sell
2023
Q2
$915K Sell
2023
Q1
$973K Buy
2022
Q4
$924K Hold
2022
Q3
$844K Hold
2022
Q2
$820K Hold
2022
Q1
$933K Sell
2021
Q4
$912K Buy
2021
Q3
$789K Buy