Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.29M Buy
2025
Q2
$1.62M Buy
2025
Q1
$1.27M Hold
2024
Q4
$1.02M Hold
2024
Q3
$975K Sell
2024
Q2
$860K Sell
2024
Q1
$827K Hold
2023
Q4
$691K Hold
2023
Q3
$568K Hold
2023
Q2
$537K Sell
2023
Q1
$437K Sell
2022
Q4
$455K Buy