Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.51M Sell
2025
Q2
$2.09M Buy
2025
Q1
$1.22M Buy
2024
Q4
$825K Sell
2024
Q3
$1.46M Sell
2024
Q2
$5.51M Buy
2024
Q1
$4.34M Buy
2023
Q4
$550K Buy
2023
Q3
$490K Buy
2023
Q2
$544K Buy
2023
Q1
$566K Sell
2022
Q4
$563K Buy
2022
Q3
$518K Hold
2022
Q2
$621K Hold
2022
Q1
$599K Buy