Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.25M Buy
2025
Q2
$359K Buy
2025
Q1
$334K Hold
2024
Q4
$286K Sell
2024
Q3
$439K Hold
2024
Q2
$481K Buy
2024
Q1
$313K Sell
2023
Q4
$342K Buy
2023
Q3
$300K Sell
2023
Q2
$284K Hold
2023
Q1
$270K Hold
2022
Q4
$268K Hold
2022
Q3
$234K Hold
2022
Q2
$246K Hold
2022
Q1
$258K Buy