Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.47M Sell
2025
Q2
$1.54M Buy
2025
Q1
$1.25M Sell
2024
Q4
$1.21M Buy
2024
Q3
$587K Buy
2024
Q2
$454K Sell
2024
Q1
$1.56M Sell
2023
Q4
$9.78M Buy
2023
Q3
$9.82M Buy
2023
Q2
$9M Buy
2023
Q1
$7.56M Buy
2022
Q4
$4.14M Buy