Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.37M Hold
2025
Q2
$1.42M Hold
2025
Q1
$1.4M Hold
2024
Q4
$1.26M Hold
2024
Q3
$1.1M Hold
2024
Q2
$1.05M Hold
2024
Q1
$1.12M Hold
2023
Q4
$1.04M Hold
2023
Q3
$920K Hold
2023
Q2
$950K Hold
2023
Q1
$902K Hold
2022
Q4
$831K Hold
2022
Q3
$711K Hold
2022
Q2
$788K Hold
2022
Q1
$887K Hold
2021
Q4
$867K Buy