Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.08M Buy
2025
Q2
$979K Buy
2025
Q1
$796K Buy
2024
Q4
$705K Buy
2024
Q3
$620K Sell
2024
Q2
$701K Buy
2024
Q1
$603K Buy
2023
Q4
Sell
2023
Q3
$268K Buy
2023
Q2
$275K Buy
2023
Q1
$208K Buy
2022
Q4
$144K Buy
2022
Q3
$112K Sell
2022
Q2
$114K Buy