Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$930K Buy
2025
Q2
$866K Buy
2025
Q1
$967K Buy
2024
Q4
$958K Sell
2024
Q3
$1.17M Sell
2024
Q2
$1.15M Buy
2024
Q1
$1.11M Buy
2023
Q4
$1.04M Buy
2023
Q3
$1.04M Buy
2023
Q2
$1.13M Buy
2023
Q1
$1.1M Buy
2022
Q4
$1.09M Buy
2022
Q3
$965K Buy
2022
Q2
$976K Sell
2022
Q1
$988K Buy
2021
Q4
$1.02M Buy
2021
Q3
$805K Buy
2021
Q2
$789 Buy
2021
Q1
$750 Buy