Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.46M Hold
2025
Q1
$1.56M Hold
2024
Q4
$1.75M Hold
2024
Q3
$2.09M Hold
2024
Q2
$1.76M Hold
2024
Q1
$2.37M Hold
2023
Q4
$1.94M Hold
2023
Q3
$1.87M Hold
2023
Q2
$1.81M Hold
2023
Q1
$1.83M Hold
2022
Q4
$1.63M Hold
2022
Q3
$1.26M Hold
2022
Q2
$1.55M Hold
2022
Q1
$1.78M Hold
2021
Q4
$1.4M Buy
2021
Q3
$867K Buy