Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.26M Sell
2025
Q2
$1.03M Hold
2025
Q1
$757K Hold
2024
Q4
$900K Hold
2024
Q3
$792K Hold
2024
Q2
$792K Buy
2024
Q1
$637K Buy
2023
Q4
$444K Hold
2023
Q3
$380K Hold
2023
Q2
$442K Hold
2023
Q1
$407K Sell
2022
Q4
$332K Buy