Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.9M Sell
2025
Q2
$1.61M Hold
2025
Q1
$977K Hold
2024
Q4
$1.35M Buy
2024
Q3
$978K Buy
2024
Q2
$899K Sell
2024
Q1
$762K Hold
2023
Q4
$642K Hold
2023
Q3
$478K Buy
2023
Q2
$319K Buy
2022
Q2
Sell
2022
Q1
$203K Sell
2021
Q4
$245K Buy