Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.12M Sell
2025
Q2
$1.09M Buy
2025
Q1
$1.01M Buy
2024
Q4
$1.01M Buy
2024
Q3
$988K Buy
2024
Q2
$943K Buy
2024
Q1
$879K Sell
2023
Q4
$1M Sell
2023
Q3
$1.28M Buy
2023
Q2
$923K Sell
2023
Q1
$1.17M Sell
2022
Q4
$1.31M Buy
2022
Q3
$866K Buy
2022
Q2
$941K Buy
2022
Q1
$838K Buy
2021
Q4
$894K Buy