Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$741K Buy
2025
Q2
$736K Buy
2025
Q1
$766K Hold
2024
Q4
$706K Hold
2024
Q3
$733K Buy
2024
Q2
$654K Hold
2024
Q1
$681K Hold
2023
Q4
$698K Buy
2023
Q3
$623K Hold
2023
Q2
$756K Buy
2022
Q4
$854K Hold
2022
Q3
$713K Hold
2022
Q2
$838K Hold
2022
Q1
$869K Hold
2021
Q4
$818K Hold
2021
Q3
$753K Hold
2021
Q2
$822K Buy