Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.16M Hold
2025
Q2
$1.21M Hold
2025
Q1
$1.02M Sell
2024
Q4
$982K Hold
2024
Q3
$987K Hold
2024
Q2
$772K Sell
2024
Q1
$1.04M Hold
2023
Q4
$894K Hold
2023
Q3
$767K Sell
2023
Q2
$963K Hold
2023
Q1
$944K Hold
2022
Q4
$1.01M Hold
2022
Q3
$855K Buy
2022
Q2
$960K Sell
2022
Q1
$939K Sell
2021
Q4
$1.07M Buy