Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$599K Hold
2025
Q2
$680K Hold
2025
Q1
$703K Buy
2024
Q4
$475K Buy
2024
Q3
$493K Hold
2024
Q2
$462K Hold
2024
Q1
$512K Hold
2023
Q4
$517K Hold
2023
Q3
$523K Hold
2023
Q2
$490K Hold
2023
Q1
$447K Hold
2022
Q4
$413K Hold
2022
Q3
$346K Buy
2013
Q4
Sell
2013
Q3
$28K Sell
2013
Q2
$44K Buy