Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.11M Buy
2025
Q2
$894K Sell
2025
Q1
$931K Buy
2024
Q4
$797K Buy
2024
Q3
$837K Sell
2024
Q2
$710K Buy
2024
Q1
$754K Sell
2023
Q4
$667K Sell
2023
Q3
$749K Buy
2023
Q2
$620K Sell
2023
Q1
$752K Buy
2022
Q4
$655K Buy
2022
Q3
$503K Buy
2022
Q2
$533K Buy
2022
Q1
$524K Buy
2021
Q4
$404K Buy