Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.1M Sell
2025
Q2
$1.16M Hold
2025
Q1
$1.13M Buy
2024
Q4
$537K Buy
2024
Q3
$469K Hold
2024
Q2
$407K Buy
2024
Q1
$338K Hold
2023
Q4
$322K Hold
2023
Q3
$288K Hold
2023
Q2
$306K Hold
2023
Q1
$370K Hold
2022
Q4
$353K Hold
2022
Q3
$295K Buy