Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$627K Sell
2025
Q2
$24.3M Buy
2025
Q1
$702K Sell
2024
Q4
$634K Sell
2024
Q3
$1.18M Hold
2024
Q2
$997K Hold
2024
Q1
$1.13M Buy
2023
Q4
$913K Sell
2023
Q3
$1.02M Sell
2023
Q2
$1.09M Sell
2023
Q1
$1.01M Hold
2022
Q4
$958K Buy
2022
Q3
$818K Hold
2022
Q2
$823K Hold
2022
Q1
$994K Hold
2021
Q4
$918K Hold
2021
Q3
$872K Buy