Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.04M Hold
2025
Q2
$1.07M Hold
2025
Q1
$1.12M Hold
2024
Q4
$1.02M Hold
2024
Q3
$1.07M Hold
2024
Q2
$944K Hold
2024
Q1
$959K Hold
2023
Q4
$836K Hold
2023
Q3
$770K Hold
2023
Q2
$713K Hold
2023
Q1
$719K Buy