Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.7M Sell
2025
Q2
$4.98M Buy
2024
Q4
$2.69M Buy
2024
Q3
$1.35M Buy
2024
Q2
$607K Buy
2024
Q1
$516K Buy
2023
Q4
$438K Buy
2023
Q3
$337K Sell
2023
Q2
$392K Buy
2023
Q1
$278K Buy
2022
Q2
Sell
2022
Q1
$243K Sell
2021
Q4
$481K Buy