Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$15.8M Buy
2025
Q2
$542K Buy
2025
Q1
$507K Hold
2024
Q4
$430K Hold
2024
Q3
$450K Hold
2024
Q2
$473K Buy
2024
Q1
$136K Hold
2023
Q4
$138K Buy
2023
Q3
$60.1K Hold
2023
Q2
$60.4K Buy
2021
Q4
Sell
2021
Q3
$122K Hold
2021
Q2
$163K Hold
2021
Q1
$128K Buy