Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.46M Buy
2025
Q1
Sell
2024
Q4
$345K Sell
2024
Q3
$646K Sell
2024
Q2
$725K Hold
2024
Q1
$704K Hold
2023
Q4
$652K Buy
2023
Q3
$354K Hold
2023
Q2
$286K Hold
2023
Q1
$298K Hold
2022
Q4
$334K Hold
2022
Q3
$240K Hold
2022
Q2
$235K Hold
2022
Q1
$277K Hold
2021
Q4
$239K Buy
2021
Q2
Sell
2021
Q1
$223K Buy