Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.17M Sell
2025
Q2
$2.09M Buy
2025
Q1
$1.11M Buy
2024
Q4
$1.07M Buy
2024
Q3
$976K Buy
2024
Q2
$952K Buy
2024
Q1
$830K Buy
2023
Q4
$745K Buy
2023
Q3
$658K Hold
2023
Q2
$520K Buy
2023
Q1
$308K Buy
2022
Q4
$244K Buy
2022
Q3
$237K Buy
2022
Q2
Sell
2022
Q1
$236K Buy