Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.16M Buy
2025
Q2
$1.13M Hold
2025
Q1
$1.02M Hold
2024
Q4
$1.11M Sell
2024
Q3
$981K Sell
2024
Q2
$896K Sell
2024
Q1
$897K Sell
2023
Q4
$1.77M Buy
2023
Q3
$637K Buy
2023
Q2
$692K Hold
2023
Q1
$705K Buy