Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$2.2M Buy
2024
Q4
Sell
2024
Q3
$1.4M Hold
2024
Q2
$1.57M Hold
2024
Q1
$1.19M Hold
2023
Q4
$920K Hold
2023
Q3
$753K Hold
2023
Q2
$786K Hold
2023
Q1
$691K Hold
2022
Q4
$547K Hold
2022
Q3
$571K Hold
2022
Q2
$593K Buy
2022
Q1
$648K Buy
2021
Q4
$652K Buy