Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$986K Hold
2025
Q2
$1.06M Hold
2025
Q1
$911K Hold
2024
Q4
$1.05M Hold
2024
Q3
$1.05M Hold
2024
Q2
$804K Hold
2024
Q1
$923K Hold
2023
Q4
$1.06M Sell
2023
Q3
$5.43M Hold
2023
Q2
$5.4M Buy
2023
Q1
$1.25M Hold
2022
Q4
$1.5M Buy