Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.19M Buy
2025
Q2
$224K Buy
2025
Q1
$219K Sell
2024
Q4
$259K Sell
2024
Q3
$351K Buy
2024
Q2
$300K Sell
2024
Q1
$274K Buy
2023
Q4
$323K Sell
2023
Q3
$282K Buy
2023
Q2
$245K Buy
2022
Q3
Sell
2022
Q2
$955K Buy
2022
Q1
$1.03M Buy
2021
Q4
$1.16M Buy
2021
Q3
$1.07M Buy