Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.27M Hold
2025
Q2
$1.02M Hold
2025
Q1
$1.11M Hold
2024
Q4
$1.25M Hold
2024
Q3
$1.16M Hold
2024
Q2
$1.05M Hold
2024
Q1
$855K Hold
2023
Q4
$960K Hold
2023
Q3
$854K Hold
2023
Q2
$967K Sell
2023
Q1
$832K Hold
2022
Q4
$655K Hold
2022
Q3
$697K Sell
2022
Q2
$759K Sell
2022
Q1
$1.07M Hold
2021
Q4
$1.09M Buy