Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.3M Hold
2025
Q2
$1.24M Hold
2025
Q1
$1.12M Hold
2024
Q4
$1.18M Hold
2024
Q3
$1.36M Hold
2024
Q2
$1.32M Buy
2024
Q1
$518K Hold
2023
Q4
$434K Buy
2023
Q3
$313K Hold
2023
Q2
$271K Hold
2023
Q1
$283K Hold
2022
Q4
$283K Hold
2022
Q3
$233K Hold
2022
Q2
$244K Sell
2022
Q1
$300K Buy
2021
Q4
$309K Hold
2021
Q3
$279K Hold
2021
Q2
$275K Hold
2021
Q1
$224K Buy