Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$18.3M Buy
2025
Q2
$233K Sell
2025
Q1
$244K Buy
2024
Q4
$269K Buy
2024
Q3
$325K Hold
2024
Q2
$292K Hold
2024
Q1
$292K Hold
2023
Q4
$270K Sell
2023
Q3
$269K Hold
2023
Q2
$308K Sell
2023
Q1
$384K Hold
2022
Q4
$405K Sell
2022
Q3
$403K Buy
2022
Q2
$387K Buy
2022
Q1
$391K Buy
2021
Q4
$422K Buy