Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$865K Sell
2025
Q2
$1.49M Hold
2025
Q1
$1.44M Hold
2024
Q4
$1.14M Hold
2024
Q3
$1.51M Hold
2024
Q2
$1.26M Hold
2024
Q1
$1.53M Hold
2023
Q4
$1.73M Hold
2023
Q3
$1.59M Hold
2023
Q2
$1.96M Hold
2023
Q1
$1.74M Buy
2022
Q4
$1.21M Buy