Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$658K Buy
2025
Q2
$168K Buy
2025
Q1
$167K Hold
2024
Q4
$330K Hold
2024
Q3
$560K Hold
2024
Q2
$532K Hold
2024
Q1
$1.1M Buy
2023
Q4
$1.59M Buy
2023
Q3
$357K Sell
2023
Q2
$109K Sell
2023
Q1
$167K Sell
2022
Q4
$327K Buy
2022
Q3
$332K Buy
2022
Q2
$293K Hold
2022
Q1
$444K Hold
2021
Q4
$360K Buy
2021
Q3
$275K Buy
2021
Q2
$782K Buy