Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.69M Buy
2025
Q2
$6.09M Buy
2025
Q1
$835K Hold
2024
Q4
$720K Sell
2024
Q3
$1.16M Hold
2024
Q2
$1.14M Buy
2024
Q1
$843K Sell
2023
Q4
$2.82M Buy
2023
Q3
$676K Buy
2023
Q2
$629K Buy
2023
Q1
$292K Buy
2022
Q4
$370K Buy
2022
Q3
$343K Buy
2022
Q2
$311K Sell
2022
Q1
$639K Buy
2021
Q4
$313K Buy
2021
Q3
$17K Buy