Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.7M Sell
2025
Q2
$2.74M Buy
2025
Q1
$2.02M Buy
2024
Q4
$332K Hold
2024
Q3
$413K Hold
2024
Q2
$400K Hold
2024
Q1
$423K Hold
2023
Q4
$339K Buy
2023
Q3
$230K Buy
2023
Q2
$130K Buy