Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.03M Sell
2025
Q2
$1.05M Buy
2025
Q1
$828K Buy
2024
Q2
$857K Buy
2024
Q1
$1.01M Buy
2023
Q4
$1.17M Sell
2023
Q3
$1.13M Buy
2023
Q2
$1.15M Buy
2019
Q3
$1.03M Buy