Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.27M Buy
2025
Q2
$1.02M Sell
2025
Q1
$1.27M Hold
2024
Q4
$1.16M Hold
2024
Q3
$1.22M Hold
2024
Q2
$1.07M Hold
2024
Q1
$1.09M Hold
2023
Q4
$953K Buy
2023
Q3
$669K Buy
2023
Q2
$580K Hold
2023
Q1
$585K Hold
2022
Q4
$664K Hold
2022
Q3
$548K Hold
2022
Q2
$592K Hold
2022
Q1
$644K Hold
2021
Q4
$582K Hold
2021
Q3
$523K Hold
2021
Q2
$479K Hold
2021
Q1
$474K Buy