Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.91M Buy
2025
Q2
$4.23M Buy
2025
Q1
$3.1M Sell
2024
Q4
$3.94M Buy
2024
Q3
$4.03M Buy
2024
Q2
$2.12M Buy
2024
Q1
$323K Sell
2023
Q4
$232K Hold
2023
Q3
$209K Hold
2023
Q2
$164K Sell
2023
Q1
$130K Hold
2022
Q4
$130K Hold
2022
Q3
$110K Buy
2022
Q2
Sell
2022
Q1
$162K Hold
2021
Q4
$181K Sell
2021
Q3
$336K Buy
2021
Q2
Sell
2021
Q1
$322K Hold
2020
Q4
$237K Buy