Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.7M Buy
2025
Q2
$720K Buy
2025
Q1
$529K Sell
2024
Q4
$561K Buy
2024
Q3
$592K Sell
2024
Q2
$878K Buy
2024
Q1
$1.09M Buy
2023
Q4
$925K Buy
2023
Q3
$598K Buy
2023
Q2
$593K Buy
2023
Q1
$458K Buy
2022
Q4
$266K Sell
2022
Q3
$387K Buy