Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.8M Buy
2025
Q2
$6.02M Hold
2025
Q1
$7.11M Buy
2024
Q4
$5.39M Buy
2024
Q3
$5.48M Buy
2024
Q2
$3.74M Hold
2024
Q1
$3.82M Sell
2023
Q4
$4.29M Buy
2023
Q3
$2.61M Buy
2023
Q2
$374K Hold
2023
Q1
$434K Hold
2022
Q4
$519K Hold
2022
Q3
$407K Sell
2022
Q2
$901K Hold
2022
Q1
$1.1M Hold
2021
Q4
$1.04M Hold
2021
Q3
$979K Hold
2021
Q2
$1.12M Hold
2021
Q1
$1.15M Buy