Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$968K Buy
2025
Q2
$1.24M Buy
2025
Q1
$1.02M Hold
2024
Q4
$1.3M Hold
2024
Q3
$1.11M Hold
2024
Q2
$917K Buy
2024
Q1
$701K Hold
2023
Q4
$806K Sell
2023
Q3
$621K Hold
2023
Q2
$761K Sell
2023
Q1
$909K Buy
2022
Q4
Sell
2022
Q3
$547K Buy
2022
Q2
$226K Buy