Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.39M Sell
2025
Q2
$6.58M Buy
2025
Q1
$5.35M Sell
2024
Q4
$5.33M Buy
2024
Q3
$5.16M Buy
2024
Q2
$413K Buy
2024
Q1
$381K Buy
2023
Q4
$295K Buy
2023
Q3
$209K Sell
2023
Q2
$260K Sell
2023
Q1
$277K Sell
2022
Q4
$301K Buy