Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.18M Buy
2025
Q2
$3.4M Buy
2025
Q1
$466K Sell
2024
Q4
$600K Hold
2024
Q3
$531K Hold
2024
Q2
$472K Hold
2024
Q1
$553K Hold
2023
Q4
$433K Hold
2023
Q3
$351K Hold
2023
Q2
$333K Hold
2023
Q1
$295K Hold
2022
Q4
$235K Sell
2022
Q3
$857K Sell
2022
Q2
$1.16M Buy