Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.57M Buy
2025
Q2
$2.83M Hold
2025
Q1
$1.97M Buy
2024
Q4
$1.26M Buy
2024
Q3
$851K Hold
2024
Q2
$810K Hold
2024
Q1
$729K Hold
2023
Q4
$584K Hold
2023
Q3
$453K Hold
2023
Q2
$529K Hold
2023
Q1
$415K Hold
2022
Q4
$354K Hold
2022
Q3
$283K Buy