Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.24M Buy
2025
Q2
$1.29M Hold
2025
Q1
$1.27M Sell
2024
Q4
$1.17M Sell
2024
Q3
$1.19M Hold
2024
Q2
$1.13M Hold
2024
Q1
$1.2M Sell
2023
Q4
$1.13M Buy
2023
Q3
$991K Buy
2023
Q2
$1.01M Hold
2023
Q1
$958K Buy
2022
Q4
$211K Buy
2022
Q2
Sell
2022
Q1
$225K Hold
2021
Q4
$220K Hold
2021
Q3
$226K Buy
2021
Q2
$224K Hold
2021
Q1
$203K Hold
2020
Q4
$209K Buy