Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.35M Hold
2025
Q2
$1.42M Buy
2025
Q1
$838K Buy
2024
Q4
$619K Hold
2024
Q3
$553K Sell
2024
Q2
$529K Buy
2024
Q1
$434K Hold
2023
Q4
$314K Sell
2023
Q3
$414K Hold
2023
Q2
$338K Hold
2023
Q1
$303K Sell
2022
Q4
$369K Hold
2022
Q3
$461K Buy