Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.28M Buy
2025
Q2
$950K Sell
2025
Q1
$1.1M Hold
2024
Q4
$986K Buy
2024
Q3
$974K Buy
2024
Q2
$755K Buy
2024
Q1
$691K Sell
2023
Q4
$739K Buy
2023
Q3
$770K Buy
2023
Q2
$829K Buy
2023
Q1
$721K Buy
2022
Q4
$694K Buy
2022
Q3
$585K Buy
2022
Q2
$484K Buy
2022
Q1
$326K Buy