Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$447K Sell
2025
Q2
$1.1M Hold
2025
Q1
$1.12M Hold
2024
Q4
$1.57M Hold
2024
Q3
$1.85M Buy
2024
Q2
$875K Hold
2024
Q1
$1.29M Hold
2023
Q4
$1.01M Hold
2023
Q3
$855K Hold
2023
Q2
$1.01M Hold
2023
Q1
$1.08M Hold
2022
Q4
$938K Buy