Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$900K Buy
2025
Q2
$875K Buy
2025
Q1
$778K Buy
2024
Q4
$603K Sell
2024
Q3
$610K Buy
2024
Q2
$515K Sell
2024
Q1
$490K Buy
2023
Q4
$447K Buy
2023
Q3
$391K Sell
2023
Q2
$428K Buy
2023
Q1
$510K Buy
2022
Q4
$397K Buy
2022
Q3
$328K Sell
2022
Q2
$455K Sell
2022
Q1
$518K Sell
2021
Q4
$2.63M Buy
2021
Q3
$2.73M Buy