Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.25M Sell
2025
Q2
$1.47M Buy
2025
Q1
$1.22M Buy
2024
Q4
$1.02M Buy
2024
Q3
$915K Buy
2024
Q2
$795K Buy
2024
Q1
$742K Buy
2023
Q4
$575K Buy
2023
Q3
$475K Buy
2023
Q2
$481K Sell
2023
Q1
$476K Buy
2022
Q4
$275K Buy
2022
Q1
Sell
2021
Q4
$255K Sell
2021
Q3
$258K Buy
2021
Q2
$242K Buy