Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.1M Buy
2025
Q2
$1.05M Hold
2025
Q1
$1.04M Buy
2024
Q4
$646K Buy
2024
Q3
$620K Hold
2024
Q2
$570K Hold
2024
Q1
$604K Hold
2023
Q4
$534K Hold
2023
Q3
$484K Hold
2023
Q2
$495K Hold
2023
Q1
$462K Hold
2022
Q4
$424K Hold
2022
Q3
$350K Buy