Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.43M Buy
2025
Q2
$3.07M Buy
2025
Q1
$255K Buy
2024
Q4
$230K Sell
2024
Q3
$2.02M Buy
2024
Q2
$2.04M Buy
2024
Q1
$2.51M Buy
2023
Q4
$2.06M Buy
2023
Q3
$1.73M Buy
2023
Q2
$1.79M Buy
2023
Q1
$1.59M Buy
2022
Q4
$1.13M Buy
2022
Q3
$794K Buy
2022
Q2
$403K Sell
2022
Q1
$627K Sell
2021
Q4
$486K Sell
2021
Q3
$700K Buy
2021
Q2
$240K Buy