Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$623K Sell
2025
Q2
$4.18M Buy
2025
Q1
$14.5M Sell
2024
Q4
$3.29M Hold
2024
Q3
$3.18M Hold
2024
Q2
$2.76M Hold
2024
Q1
$2.54M Hold
2023
Q4
$2.43M Hold
2023
Q3
$2.17M Hold
2023
Q2
$2.31M Hold
2023
Q1
$2.78M Hold
2022
Q4
$2.66M Buy