Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.16M Sell
2025
Q2
$1.23M Buy
2025
Q1
$1.09M Buy
2024
Q4
$1.07M Sell
2024
Q3
$1.08M Buy
2024
Q2
$825K Buy
2024
Q1
$615K Buy
2023
Q4
$525K Buy
2023
Q3
$217K Buy
2022
Q1
Sell
2021
Q4
$204K Sell
2021
Q3
$203K Buy