Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.37M Hold
2025
Q2
$2.59M Sell
2025
Q1
$7.7M Sell
2024
Q4
$8.81M Buy
2024
Q3
$10.9M Buy
2024
Q2
$9.15M Buy
2024
Q1
$8.34M Buy
2023
Q4
$3.95M Buy
2023
Q3
$932K Hold
2023
Q2
$1.16M Buy
2023
Q1
$696K Buy