Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.84M Buy
2025
Q2
$8.31M Buy
2025
Q1
$6.3M Buy
2024
Q4
$4.8M Buy
2024
Q3
$344K Buy
2024
Q2
$235K Sell
2024
Q1
$548K Sell
2023
Q4
$479K Hold
2023
Q3
$424K Buy
2023
Q2
$201K Buy
2022
Q2
Sell
2022
Q1
$229K Hold
2021
Q4
$261K Buy