Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.82M Sell
2025
Q2
$2.92M Buy
2025
Q1
$2.46M Buy
2024
Q4
$2.77M Buy
2024
Q3
$3.05M Buy
2024
Q2
Sell
2024
Q1
$226K Buy
2023
Q4
$259K Buy
2023
Q3
$227K Buy
2023
Q2
$262K Buy
2023
Q1
$290K Buy
2022
Q4
$266K Buy
2022
Q3
Sell
2022
Q2
$227K Buy
2022
Q1
$298K Buy
2021
Q4
$369K Buy
2021
Q3
$320K Buy