Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.01M Buy
2025
Q2
$894K Buy
2025
Q1
$805K Buy
2024
Q4
$611K Buy
2024
Q3
$538K Sell
2024
Q2
$478K Buy
2024
Q1
$442K Sell
2023
Q4
$590K Buy
2023
Q3
$502K Buy
2023
Q2
$538K Buy
2023
Q1
$495K Buy
2022
Q4
$305K Buy
2022
Q3
Sell
2022
Q2
$253K Buy
2022
Q1
$291K Buy
2021
Q4
$281K Buy
2021
Q3
$232K Sell
2021
Q2
$204K Buy
2021
Q1
$209K Buy