Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$711K Hold
2025
Q2
$678K Hold
2025
Q1
$516K Buy
2024
Q4
$431K Buy
2024
Q3
$365K Hold
2024
Q2
$345K Hold
2024
Q1
$344K Hold
2023
Q4
$265K Hold
2023
Q3
$235K Hold
2023
Q2
$221K Hold
2023
Q1
$188K Hold
2022
Q4
$173K Hold
2022
Q3
$147K Buy