Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$533K Hold
2025
Q2
$657K Hold
2025
Q1
$725K Hold
2024
Q4
$1.43M Hold
2024
Q3
$2.43M Sell
2024
Q2
$2.32M Sell
2024
Q1
$4.97M Buy
2023
Q4
$7.17M Hold
2023
Q3
$3.05M Sell
2023
Q2
$878K Hold
2023
Q1
$931K Buy
2022
Q4
$1.57M Hold
2022
Q3
$1.59M Hold
2022
Q2
$1.48M Hold
2022
Q1
$2.25M Hold
2021
Q4
$1.82M Buy
2021
Q3
$2.81M Hold
2021
Q2
$8.91M Hold
2021
Q1
$9.43M Buy