Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.45M Sell
2025
Q2
$1.68M Buy
2025
Q1
$1.31M Buy
2024
Q4
$1.03M Buy
2024
Q3
$840K Buy
2024
Q2
$590K Buy
2024
Q1
$545K Buy
2023
Q4
$427K Buy