Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.48M Buy
2025
Q2
$2.58M Sell
2025
Q1
$2.18M Sell
2024
Q4
$2.04M Buy
2024
Q3
$1.86M Buy
2024
Q2
$712K Buy
2024
Q1
$768K Sell
2023
Q4
$664K Buy
2023
Q3
$522K Hold
2023
Q2
$498K Buy
2023
Q1
$456K Buy
2022
Q4
$444K Sell
2022
Q3
$390K Buy