Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.06M Buy
2025
Q1
$1.16M Buy
2024
Q4
$934K Buy
2024
Q3
$921K Buy
2024
Q2
$935K Buy
2024
Q1
$829K Buy
2023
Q4
$686K Buy
2023
Q3
$680K Buy
2023
Q2
$543K Buy
2023
Q1
$481K Sell
2022
Q4
$519K Buy
2022
Q3
$356K Buy
2022
Q2
$319K Sell
2022
Q1
$349K Sell
2021
Q4
$243K Buy