Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.36M Buy
2025
Q2
$1.01M Buy
2025
Q1
$650K Buy
2024
Q4
$819K Buy
2024
Q3
$943K Buy
2024
Q2
$771K Sell
2024
Q1
$982K Buy
2023
Q4
$668K Sell
2023
Q3
$1.39M Sell
2023
Q2
$1.72M Buy
2023
Q1
$2.12M Buy
2022
Q4
$1.89M Buy
2022
Q3
$1.84M Buy
2022
Q2
$1.46M Buy
2022
Q1
Sell
2021
Q4
$203K Buy