Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$11.5M Buy
2024
Q4
Sell
2024
Q3
$373K Hold
2024
Q2
$337K Buy
2023
Q1
Sell
2022
Q4
$1.12M Sell
2022
Q3
$1.16M Buy
2022
Q2
$1.04M Hold
2022
Q1
$1M Buy
2021
Q4
$667K Hold
2021
Q3
$626K Buy