Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.88M Buy
2025
Q2
$2.43M Buy
2025
Q1
$2.52M Sell
2024
Q4
$2.4M Sell
2024
Q3
$2.06M Sell
2024
Q2
$2.01M Buy
2024
Q1
$1.84M Sell
2023
Q4
$1.61M Sell
2023
Q3
$1.31M Buy
2023
Q2
$1.28M Sell
2023
Q1
$1.31M Buy
2022
Q4
$962K Buy
2022
Q3
$828K Buy
2022
Q2
$952K Buy
2022
Q1
$887K Buy
2021
Q4
$977K Buy