Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.2M Buy
2025
Q2
$1.17M Sell
2025
Q1
$1.17M Sell
2024
Q4
$1.24M Buy
2024
Q3
$900K Buy
2024
Q2
$830K Buy
2024
Q1
$734K Buy
2023
Q4
$550K Buy
2023
Q3
$439K Buy
2023
Q2
$365K Buy
2023
Q1
$337K Sell
2022
Q4
$420K Buy
2022
Q3
$354K Buy
2022
Q2
$354K Sell
2022
Q1
$416K Sell
2021
Q4
$435K Buy
2021
Q3
$385K Buy
2021
Q2
$354K Buy