Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.1M Buy
2025
Q2
$2.7M Buy
2025
Q1
Sell
2024
Q4
$227K Sell
2024
Q3
$262K Sell
2024
Q2
$287K Sell
2024
Q1
$368K Sell
2023
Q4
$406K Buy
2023
Q3
$374K Buy
2023
Q2
$363K Sell
2023
Q1
$417K Buy
2022
Q4
$392K Buy
2022
Q3
$236K Buy