Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.13M Sell
2025
Q2
$932K Buy
2025
Q1
$843K Sell
2024
Q4
$774K Buy
2024
Q3
$800K Buy
2023
Q3
Sell
2023
Q2
$346K Buy
2023
Q1
$303K Sell
2022
Q4
$294K Buy
2022
Q3
$234K Buy
2022
Q2
$250K Buy