Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$16.8M Buy
2025
Q2
$8.73M Buy
2025
Q1
Sell
2024
Q4
$869K Sell
2024
Q3
$1.08M Buy
2024
Q2
$675K Hold
2024
Q1
$754K Buy
2023
Q4
$573K Sell
2023
Q3
$614K Buy
2023
Q2
$268K Sell
2023
Q1
$511K Buy
2022
Q4
$461K Sell
2022
Q3
$596K Buy
2022
Q2
$236K Sell
2022
Q1
$555K Buy
2021
Q4
$545K Buy
2021
Q3
$482K Buy
2021
Q2
$428K Buy