Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.44M Buy
2025
Q2
$1.03M Hold
2025
Q1
$871K Buy
2024
Q4
$709K Hold
2024
Q3
$713K Hold
2024
Q2
$558K Hold
2024
Q1
$616K Hold
2023
Q4
$527K Hold
2023
Q3
$452K Hold
2023
Q2
$432K Hold
2023
Q1
$423K Hold
2022
Q4
$454K Hold
2022
Q3
$383K Hold
2022
Q2
$455K Hold
2022
Q1
$419K Hold
2021
Q4
$431K Buy