Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.93M Sell
2025
Q2
$2.67M Hold
2025
Q1
$1.85M Hold
2024
Q4
$2.27M Sell
2024
Q3
$4.31M Hold
2024
Q2
$3.65M Hold
2024
Q1
$3.5M Hold
2023
Q4
$2.15M Hold
2023
Q3
$2.1M Hold
2023
Q2
$1.85M Hold
2023
Q1
$1.63M Buy