Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.3M Buy
2025
Q2
$1.85M Buy
2024
Q4
Sell
2024
Q3
$273K Sell
2024
Q2
$269K Hold
2024
Q1
$285K Sell
2023
Q4
$241K Buy
2022
Q2
Sell
2022
Q1
$201K Sell
2021
Q4
$264K Buy
2021
Q3
$258K Buy
2021
Q2
$287K Buy
2021
Q1
$245K Buy