Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.39M Buy
2025
Q2
$1.33M Buy
2024
Q4
Sell
2024
Q3
$1.23M Buy
2024
Q2
$1.15M Buy
2024
Q1
$1.22M Buy
2023
Q4
$855K Buy
2023
Q3
$686K Buy
2023
Q2
$618K Buy
2023
Q1
$478K Hold
2022
Q4
$431K Buy
2022
Q3
$326K Buy
2022
Q2
$300K Sell
2022
Q1
$353K Sell
2021
Q4
$360K Buy