Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.11M Sell
2025
Q2
$889K Buy
2025
Q1
$705K Buy
2024
Q4
$755K Buy
2024
Q3
$700K Sell
2024
Q2
$689K Buy
2024
Q1
$614K Buy
2021
Q1
Sell
2020
Q4
$0 Buy