Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.21M Hold
2025
Q2
$1.22M Buy
2025
Q1
$1.18M Sell
2024
Q4
$1.13M Sell
2024
Q3
$999K Sell
2024
Q2
$985K Hold
2024
Q1
$1.02M Buy
2023
Q4
$963K Hold
2023
Q3
$851K Buy
2023
Q2
$867K Sell
2023
Q1
$826K Buy
2022
Q4
$758K Buy