Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.07M Buy
2025
Q2
$2.02M Hold
2025
Q1
$1.75M Sell
2024
Q4
$2.02M Sell
2024
Q3
$1.73M Hold
2024
Q2
$1.79M Buy
2024
Q1
$1.64M Sell
2023
Q4
$1.38M Buy
2023
Q3
$1.14M Hold
2023
Q2
$1.17M Sell
2023
Q1
$932K Buy
2022
Q4
$737K Buy
2022
Q3
$923K Buy
2022
Q2
$796K Sell
2022
Q1
$1.23M Buy
2021
Q4
$1.06M Hold
2021
Q3
$1.05M Buy