Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.66M Buy
2025
Q2
$1.14M Buy
2025
Q1
$624K Buy
2024
Q4
$692K Hold
2024
Q3
$626K Buy
2024
Q2
$441K Buy
2024
Q1
$180K Sell
2023
Q4
$114K Sell
2023
Q3
$177K Buy
2023
Q2
$147K Hold
2023
Q1
$96.4K Hold
2022
Q4
$51K Buy
2022
Q3
Sell
2022
Q2
$34K Hold
2022
Q1
$61K Buy
2021
Q4
$26K Sell
2021
Q3
$24K Buy