Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.21M Buy
2025
Q2
$1.26M Hold
2025
Q1
$1.24M Sell
2024
Q4
$1.13M Hold
2024
Q3
$984K Hold
2024
Q2
$939K Hold
2024
Q1
$999K Hold
2023
Q4
$932K Hold
2023
Q3
$823K Sell
2023
Q2
$871K Hold
2023
Q1
$827K Hold
2022
Q4
$762K Hold
2022
Q3
$651K Hold
2022
Q2
$722K Buy
2022
Q1
$794K Sell
2021
Q4
$781K Hold
2021
Q3
$802K Hold
2021
Q2
$842K Hold
2021
Q1
$820K Buy
2020
Q4
$744K Buy