Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.09M Hold
2025
Q2
$1.14M Hold
2025
Q1
$1.12M Hold
2024
Q4
$1.01M Hold
2024
Q3
$880K Hold
2024
Q2
$840K Hold
2024
Q1
$893K Hold
2023
Q4
$833K Hold
2023
Q3
$736K Hold
2023
Q2
$760K Hold
2023
Q1
$721K Hold
2022
Q4
$665K Buy