Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$817K Buy
2024
Q4
$828K Sell
2024
Q3
$924K Hold
2024
Q2
$1.19M Hold
2024
Q1
$1.2M Buy
2023
Q4
$1.11M Buy
2023
Q3
$992K Hold
2023
Q2
$1.2M Hold
2023
Q1
$1.11M Buy
2022
Q4
$843K Buy
2022
Q3
$516K Buy
2022
Q2
$444K Buy
2022
Q1
$355K Buy