Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$696K Hold
2025
Q2
$578K Hold
2025
Q1
$438K Buy
2024
Q4
$280K Buy
2024
Q3
$310K Hold
2024
Q2
$330K Hold
2024
Q1
$279K Hold
2023
Q4
$233K Hold
2023
Q3
$183K Hold
2023
Q2
$194K Hold
2023
Q1
$160K Hold
2022
Q4
$151K Hold
2022
Q3
$121K Buy