Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.16M Buy
2025
Q2
$1.2M Buy
2025
Q1
$262K Sell
2024
Q4
$301K Buy
2024
Q3
$345K Sell
2024
Q2
$451K Buy
2024
Q1
$399K Sell
2023
Q4
$325K Sell
2023
Q3
$532K Buy
2023
Q2
$569K Buy
2023
Q1
$466K Buy
2022
Q4
$219K Buy