Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$806K Hold
2025
Q2
$771K Hold
2025
Q1
$716K Hold
2024
Q4
$694K Hold
2024
Q3
$895K Hold
2024
Q2
$941K Hold
2024
Q1
$1.18M Hold
2023
Q4
$1.04M Hold
2023
Q3
$930K Hold
2023
Q2
$976K Hold
2023
Q1
$919K Buy