Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$616K Buy
2025
Q2
$893K Hold
2025
Q1
$828K Hold
2024
Q4
$1.01M Hold
2024
Q3
$1.13M Hold
2024
Q2
$821K Hold
2024
Q1
$1.57M Hold
2023
Q4
$555K Hold
2023
Q3
$866K Hold
2023
Q2
$901K Hold
2023
Q1
$881K Hold
2022
Q4
$647K Hold
2022
Q3
$762K Hold
2022
Q2
$1.2M Hold
2022
Q1
$2.31M Hold
2021
Q4
$2.49M Buy
2021
Q3
$2.63M Buy