Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.16M Buy
2025
Q2
$1.3M Sell
2025
Q1
$1.25M Buy
2024
Q4
$1.35M Buy
2024
Q3
$643K Buy
2024
Q2
$552K Hold
2024
Q1
$611K Hold
2023
Q4
$592K Hold
2023
Q3
$544K Buy