Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.1M Buy
2025
Q2
$888K Buy
2025
Q1
$875K Buy
2024
Q4
$819K Buy
2024
Q3
$662K Buy
2024
Q2
$550K Buy
2024
Q1
$448K Buy
2023
Q4
Sell
2023
Q3
$253K Buy
2023
Q2
$230K Buy
2023
Q1
$201K Buy
2022
Q4
$183K Buy
2022
Q3
$142K Buy
2022
Q2
$162K Sell
2022
Q1
$211K Sell
2021
Q4
$246K Buy