Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.93M Buy
2025
Q1
$270K Hold
2024
Q4
$314K Buy
2023
Q4
Sell
2023
Q3
$1.9M Hold
2023
Q2
$1.82M Hold
2023
Q1
$1.46M Hold
2022
Q4
$1.43M Hold
2022
Q3
$1.41M Buy