Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.03M Buy
2025
Q2
$2.85M Buy
2025
Q1
$387K Buy
2024
Q4
$244K Buy
2024
Q3
$222K Sell
2024
Q2
$317K Sell
2024
Q1
$464K Sell
2023
Q4
$435K Buy
2023
Q3
$219K Buy
2023
Q2
Sell
2023
Q1
$213K Sell
2022
Q4
$266K Sell
2022
Q3
$319K Buy
2022
Q2
$300K Sell
2022
Q1
$922K Buy
2021
Q4
$915K Buy
2021
Q3
$912K Buy
2021
Q2
$872K Buy