Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$761K Hold
2025
Q2
$835K Hold
2025
Q1
$828K Buy
2024
Q4
$648K Buy
2024
Q3
$673K Hold
2024
Q2
$722K Hold
2024
Q1
$656K Hold
2023
Q4
$776K Hold
2023
Q3
$663K Hold
2023
Q2
$636K Hold
2023
Q1
$501K Hold
2022
Q4
$437K Hold
2022
Q3
$358K Buy