Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5M Buy
2025
Q2
$3.9M Buy
2025
Q1
$2.36M Buy
2024
Q4
$809K Sell
2024
Q3
$1.25M Buy
2024
Q2
$1.06M Buy
2024
Q1
$867K Buy
2023
Q4
$650K Buy
2023
Q3
$203K Buy
2023
Q2
$173K Buy
2023
Q1
$115K Buy
2022
Q4
$73K Buy