Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$3.62M Buy
2024
Q1
Sell
2023
Q4
$263K Sell
2023
Q3
$350K Sell
2023
Q2
$730K Hold
2023
Q1
$833K Sell
2022
Q4
$1.08M Buy
2022
Q3
$837K Buy
2022
Q2
$730K Buy
2022
Q1
$861K Buy
2021
Q4
$900K Buy
2021
Q3
$1.51M Buy