Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$934K Buy
2025
Q2
$1.05M Hold
2025
Q1
$815K Buy
2024
Q4
$583K Buy
2024
Q3
$497K Hold
2024
Q2
$526K Hold
2024
Q1
$520K Hold
2023
Q4
$500K Hold
2023
Q3
$409K Hold
2023
Q2
$367K Hold
2023
Q1
$357K Hold
2022
Q4
$311K Hold
2022
Q3
$310K Buy