Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.2M Buy
2025
Q2
$3.48M Buy
2025
Q1
$2.89M Sell
2024
Q4
$2.61M Buy
2024
Q3
$592K Sell
2024
Q2
$2.03M Buy
2023
Q4
$2.3M Sell
2023
Q3
$2.04M Buy
2023
Q2
$1.16M Buy
2023
Q1
$563K Buy
2022
Q1
$738K Buy
2021
Q4
Sell
2021
Q3
$509K Sell
2021
Q2
$554K Buy
2021
Q1
$379K Buy