Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.58M Hold
2025
Q1
$1.32M Hold
2024
Q4
$2.51M Hold
2024
Q3
$524K Hold
2024
Q2
$422K Hold
2024
Q1
$599K Hold
2023
Q4
$743K Hold
2023
Q3
$893K Hold
2023
Q2
$812K Hold
2023
Q1
$369K Buy
2022
Q4
$190K Hold
2022
Q3
$279K Buy
2022
Q2
$219K Buy
2022
Q1
$542K Hold
2021
Q4
$710K Buy