Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.13M Hold
2025
Q2
$855K Hold
2025
Q1
$474K Hold
2024
Q4
$470K Hold
2024
Q3
$360K Hold
2024
Q2
$303K Hold
2024
Q1
$310K Hold
2023
Q4
$372K Sell
2023
Q3
$290K Buy
2023
Q2
$328K Hold
2023
Q1
$366K Sell
2022
Q4
$234K Hold
2022
Q3
$295K Hold
2022
Q2
$270K Hold
2022
Q1
$381K Buy