Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$923K Hold
2025
Q2
$955K Hold
2025
Q1
$935K Hold
2024
Q4
$1.03M Hold
2024
Q3
$722K Hold
2024
Q2
$753K Hold
2024
Q1
$899K Hold
2023
Q4
$1.06M Hold
2023
Q3
$826K Hold
2023
Q2
$1.69M Sell
2023
Q1
$2.44M Hold
2022
Q4
$7.19M Hold
2022
Q3
$11.6M Hold
2022
Q2
$20.1M Hold
2022
Q1
$21.4M Hold
2021
Q4
$38.1M Buy