Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.74M Buy
2025
Q2
$1.86M Buy
2025
Q1
$777K Sell
2024
Q4
$1.72M Buy
2024
Q3
$1.27M Buy
2024
Q2
$890K Sell
2024
Q1
$1.36M Buy
2023
Q4
$286K Buy
2023
Q1
Sell
2022
Q4
$204K Buy
2022
Q2
Sell
2022
Q1
$225K Buy
2021
Q4
$290K Buy
2021
Q1
Sell
2020
Q4
$218K Buy