Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.08M Hold
2024
Q3
$1.08M Hold
2024
Q2
$990K Hold
2024
Q1
$978K Buy
2023
Q4
$698K Hold
2023
Q3
$606K Hold
2023
Q2
$760K Buy
2021
Q3
Sell
2021
Q2
$337K Hold
2021
Q1
$308K Buy