Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.9M Sell
2025
Q2
$5.04M Buy
2025
Q1
$3.96M Buy
2024
Q4
$4.94M Buy
2024
Q3
$1.31M Buy
2024
Q2
$967K Buy
2024
Q1
$854K Buy
2023
Q4
$854K Hold
2023
Q3
$860K Buy
2023
Q2
$892K Sell
2023
Q1
$721K Buy
2022
Q4
$410K Sell
2022
Q3
$2.32M Sell
2022
Q2
$2.23M Buy