Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$978K Hold
2025
Q1
$1.11M Hold
2024
Q4
$922K Hold
2024
Q3
$963K Hold
2024
Q2
$1.02M Hold
2024
Q1
$1.06M Hold
2023
Q4
$999K Hold
2023
Q3
$1.06M Hold
2023
Q2
$942K Sell
2023
Q1
$949K Sell
2022
Q4
$1.44M Sell
2022
Q3
$1.48M Sell
2022
Q2
$1.52M Sell
2022
Q1
$1.75M Buy