Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.04M Hold
2025
Q2
$990K Hold
2025
Q1
$773K Buy
2024
Q4
$423K Buy
2024
Q3
$443K Buy
2024
Q2
$407K Hold
2024
Q1
$431K Hold
2023
Q4
$345K Buy
2023
Q3
$244K Hold
2023
Q2
$229K Hold
2023
Q1
$168K Hold
2022
Q4
$131K Hold
2022
Q3
$140K Buy