Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$704K Buy
2025
Q2
$758K Buy
2025
Q1
$631K Sell
2024
Q4
$1.38M Hold
2024
Q3
$1.28M Hold
2024
Q2
$1.13M Hold
2024
Q1
$1.09M Hold
2023
Q4
$866K Hold
2023
Q3
$724K Hold
2023
Q2
$766K Hold
2023
Q1
$709K Hold
2022
Q4
$578K Hold
2022
Q3
$455K Hold
2022
Q2
$508K Hold
2022
Q1
$621K Hold
2021
Q4
$785K Hold
2021
Q3
$756K Buy