Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.08M Hold
2025
Q2
$896K Hold
2025
Q1
$680K Hold
2024
Q4
$630K Hold
2024
Q3
$774K Hold
2024
Q2
$825K Hold
2024
Q1
$699K Hold
2023
Q4
$581K Hold
2023
Q3
$459K Hold
2023
Q2
$485K Hold
2023
Q1
$399K Hold
2022
Q4
$377K Hold
2022
Q3
$303K Hold
2022
Q2
$319K Buy