Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$5.49M Sell
2025
Q1
$5.96M Buy
2024
Q4
$1.37M Buy
2024
Q3
$997K Buy
2024
Q2
$776K Buy
2024
Q1
$745K Buy
2023
Q4
$555K Sell
2023
Q3
$630K Sell
2023
Q2
$758K Buy
2023
Q1
$489K Sell
2022
Q4
$449K Sell
2022
Q3
$469K Buy
2022
Q2
$505K Buy
2022
Q1
$417K Sell
2021
Q4
$583K Buy