Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$749K Hold
2025
Q2
$714K Hold
2025
Q1
$557K Hold
2024
Q4
$461K Sell
2024
Q3
$4.04M Sell
2024
Q2
$3.91M Buy
2024
Q1
$4.12M Sell
2023
Q4
$3.31M Hold
2023
Q3
$2.48M Buy
2023
Q2
$1.51M Buy
2023
Q1
$285K Hold
2022
Q4
$223K Hold
2022
Q3
$239K Buy