Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.48M Buy
2025
Q2
$750K Buy
2025
Q1
$598K Buy
2024
Q4
$677K Buy
2024
Q3
$333K Buy
2024
Q2
$232K Sell
2024
Q1
$221K Buy
2023
Q4
$262K Buy
2023
Q3
$221K Buy
2023
Q2
$201K Buy
2022
Q4
Sell
2022
Q3
$286K Buy
2022
Q2
Sell
2022
Q1
$205K Buy