Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.7M Buy
2025
Q2
$3.36M Buy
2025
Q1
$2.46M Buy
2024
Q4
$2.26M Buy
2024
Q3
$2.08M Buy
2024
Q2
$1.01M Buy
2024
Q1
$347K Buy
2023
Q4
$272K Hold
2023
Q3
$201K Hold
2023
Q2
$259K Hold
2023
Q1
$223K Hold
2022
Q4
$214K Buy
2022
Q3
Sell
2022
Q2
$201K Hold
2022
Q1
$261K Hold
2021
Q4
$322K Hold
2021
Q3
$279K Hold
2021
Q2
$263K Sell
2021
Q1
$217K Buy
2020
Q4
$212K Buy