Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.42M Hold
2025
Q2
$1.22M Hold
2025
Q1
$1.15M Hold
2024
Q4
$989K Hold
2024
Q3
$904K Hold
2024
Q2
$870K Hold
2024
Q1
$787K Hold
2023
Q4
$811K Hold
2023
Q3
$789K Hold
2023
Q2
$792K Hold
2023
Q1
$683K Hold
2022
Q4
$623K Sell
2022
Q3
$782K Hold
2022
Q2
$980K Sell
2022
Q1
$1.38M Sell
2021
Q4
$1.81M Sell
2021
Q3
$3.14M Buy