Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$989K Hold
2024
Q4
$1.05M Buy
2024
Q3
$924K Hold
2024
Q2
$932K Buy
2024
Q1
$798K Buy
2023
Q4
$290K Sell
2023
Q3
$387K Buy
2023
Q2
$347K Hold
2023
Q1
$349K Buy