Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.29M Sell
2025
Q2
$5.41M Buy
2025
Q1
$4.39M Buy
2024
Q4
$5.78M Sell
2024
Q3
$4.39M Sell
2024
Q2
$3.67M Buy
2024
Q1
$3.02M Buy
2023
Q4
$2.95M Sell
2023
Q3
$3.12M Hold
2023
Q2
$3.26M Buy
2023
Q1
$393K Buy
2022
Q4
$143K Hold
2022
Q3
$308K Hold
2022
Q2
$261K Buy