Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.77M Buy
2025
Q2
$942K Hold
2025
Q1
$938K Hold
2024
Q4
$1.1M Buy
2024
Q3
$1.01M Sell
2024
Q2
$723K Buy
2024
Q1
$737K Sell
2023
Q4
$682K Sell
2023
Q3
$1.06M Buy
2023
Q2
$196K Hold
2023
Q1
$191K Sell
2022
Q4
$1.63M Buy
2022
Q3
$127K Buy
2022
Q2
$39K Hold
2022
Q1
$30K Buy