Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.01M Hold
2025
Q2
$962K Hold
2025
Q1
$894K Sell
2024
Q4
$887K Hold
2024
Q3
$1.14M Hold
2024
Q2
$1.2M Hold
2024
Q1
$1.5M Hold
2023
Q4
$1.32M Hold
2023
Q3
$1.19M Hold
2023
Q2
$1.25M Hold
2023
Q1
$1.17M Hold
2022
Q4
$1M Hold
2022
Q3
$813K Hold
2022
Q2
$794K Hold
2022
Q1
$1.13M Hold
2021
Q4
$868K Buy
2019
Q4
$459K Buy