Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.2M Buy
2025
Q2
$955K Buy
2025
Q1
$1.07M Buy
2024
Q4
$581K Buy
2024
Q3
$529K Buy
2024
Q2
$391K Buy
2024
Q1
$425K Buy
2023
Q4
$403K Buy
2023
Q3
$247K Sell
2023
Q2
$325K Buy
2023
Q1
$251K Sell
2022
Q4
$337K Sell
2022
Q3
$282K Buy