Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$728K Buy
2025
Q1
Sell
2024
Q4
$531K Sell
2024
Q3
$809K Hold
2024
Q2
$847K Sell
2024
Q1
$5.71M Hold
2023
Q4
$5.28M Hold
2023
Q3
$5.17M Hold
2023
Q2
$5.21M Hold
2023
Q1
$5.08M Hold
2022
Q4
$4.96M Hold
2022
Q3
$4.88M Hold
2022
Q2
$4.83M Hold
2022
Q1
$4.88M Hold
2021
Q4
$4.92M Hold
2021
Q3
$4.92M Buy