Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.18M Hold
2024
Q3
$1.25M Hold
2024
Q2
$931K Sell
2024
Q1
$966K Hold
2023
Q4
$996K Buy
2023
Q3
$658K Hold
2023
Q2
$704K Hold
2023
Q1
$739K Hold
2022
Q4
$843K Buy
2022
Q3
$634K Hold
2022
Q2
$743K Hold
2022
Q1
$855K Hold
2021
Q4
$1.02M Buy