Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.27M Buy
2025
Q2
$887K Sell
2025
Q1
$1.07M Buy
2024
Q4
$555K Buy
2024
Q3
$579K Sell
2024
Q2
$839K Buy
2024
Q1
$583K Buy
2023
Q4
$477K Buy
2023
Q3
$484K Buy
2023
Q2
$433K Buy
2023
Q1
$460K Buy
2022
Q4
$373K Buy
2022
Q3
$225K Sell
2022
Q2
$226K Sell
2022
Q1
$263K Buy