Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.24M Hold
2025
Q2
$1.01M Hold
2025
Q1
$738K Buy
2024
Q4
$842K Buy
2024
Q3
$716K Buy
2024
Q2
$715K Hold
2024
Q1
$560K Buy
2022
Q1
Sell
2021
Q4
$480K Sell
2021
Q3
$536K Buy
2021
Q2
$518K Hold
2021
Q1
$539K Sell
2020
Q4
$547K Hold
2020
Q3
$407K Buy
2020
Q2
$228K Buy