Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$903K Sell
2025
Q2
$1.65M Buy
2024
Q4
$1.37M Buy
2024
Q3
$741K Buy
2024
Q2
$622K Buy
2024
Q1
$521K Buy
2023
Q4
$293K Buy
2023
Q3
$243K Buy
2023
Q2
$234K Buy
2023
Q1
$237K Sell
2022
Q4
$270K Buy
2022
Q3
Sell
2022
Q2
$233K Buy
2022
Q1
$291K Sell
2021
Q4
$242K Buy