Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.65M Hold
2024
Q4
$1.54M Hold
2024
Q3
$1.86M Hold
2024
Q2
$1.4M Hold
2024
Q1
$1.36M Hold
2023
Q4
$1.4M Hold
2023
Q3
$1.32M Hold
2023
Q2
$1.54M Hold
2023
Q1
$1.34M Hold
2022
Q4
$1.1M Hold
2022
Q3
$832K Buy