Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.18M Buy
2024
Q2
Sell
2024
Q1
$2.44M Hold
2023
Q4
$1.95M Buy
2023
Q3
$1.38M Hold
2023
Q2
$1.29M Buy
2023
Q1
$827K Hold
2022
Q4
$645K Hold
2022
Q3
$692K Hold
2022
Q2
$534K Hold
2022
Q1
$931K Sell
2021
Q4
$2.4M Buy
2021
Q3
$2.3M Buy
2021
Q2
$2.35M Buy
2021
Q1
$2.16M Buy
2020
Q4
$1M Buy