Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.23M Sell
2025
Q2
$1.34M Buy
2025
Q1
$654K Sell
2024
Q4
$1.23M Buy
2024
Q3
$643K Sell
2024
Q2
$559K Sell
2024
Q1
$616K Buy
2023
Q4
$482K Buy
2023
Q3
$329K Buy
2023
Q2
$322K Buy
2023
Q1
$257K Buy
2022
Q4
$230K Buy