Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.24M Hold
2025
Q2
$1.22M Hold
2025
Q1
$1.21M Hold
2024
Q4
$1.09M Sell
2024
Q3
$1.25M Hold
2024
Q2
$1.15M Sell
2024
Q1
$1.31M Hold
2023
Q4
$1.16M Hold
2023
Q3
$1.05M Hold
2023
Q2
$1.07M Sell
2023
Q1
$1.07M Hold
2022
Q4
$985K Buy