Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.23M Buy
2025
Q2
$1.21M Hold
2025
Q1
$1.36M Sell
2024
Q4
$1.23M Hold
2024
Q3
$1.19M Hold
2024
Q2
$1.01M Buy
2024
Q1
$1.13M Sell
2023
Q4
$991K Hold
2023
Q3
$1.1M Sell
2023
Q2
$1.29M Hold
2023
Q1
$1.18M Buy
2022
Q4
$1.02M Hold
2022
Q3
$911K Hold
2022
Q2
$917K Hold
2022
Q1
$1.12M Hold
2021
Q4
$1.02M Buy