Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.03M Hold
2025
Q2
$1.02M Buy
2025
Q1
$398K Hold
2024
Q4
$358K Hold
2024
Q3
$408K Hold
2024
Q2
$375K Hold
2024
Q1
$397K Hold
2023
Q4
$351K Hold
2023
Q3
$318K Hold
2023
Q2
$326K Hold
2023
Q1
$304K Hold
2022
Q4
$279K Hold
2022
Q3
$230K Hold
2022
Q2
$246K Buy
2019
Q1
Sell
2018
Q4
$7.75M Buy