Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.13M Buy
2025
Q2
$869K Buy
2025
Q1
$818K Buy
2024
Q4
$900K Buy
2024
Q3
$832K Buy
2024
Q2
$669K Buy
2024
Q1
$676K Sell
2023
Q4
$564K Buy