Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$945K Buy
2025
Q2
$871K Buy
2025
Q1
$1.02M Buy
2024
Q4
$878K Buy
2024
Q3
$892K Buy
2023
Q4
Sell
2023
Q3
$1.02M Buy
2023
Q2
$928K Buy
2023
Q1
$961K Buy
2022
Q4
$1.06M Buy
2022
Q3
$844K Buy
2022
Q2
$851K Sell
2022
Q1
$965K Buy