Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.83M Buy
2025
Q2
$2.26M Buy
2025
Q1
$2.22M Buy
2024
Q4
$2.36M Buy
2024
Q3
$469K Sell
2024
Q2
$15.3M Buy
2024
Q1
$553K Sell
2023
Q4
$617K Sell
2023
Q3
$528K Hold
2023
Q2
$571K Sell
2023
Q1
$463K Hold
2022
Q4
$313K Sell
2022
Q3
$1.02M Buy
2022
Q2
$1.01M Buy
2022
Q1
$337K Buy
2021
Q4
$363K Sell
2021
Q3
$442K Sell
2021
Q2
$430K Buy