Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$862K Buy
2025
Q2
$644K Buy
2025
Q1
$403K Buy
2024
Q4
$300K Buy
2024
Q3
$328K Buy
2024
Q2
$308K Hold
2024
Q1
$292K Hold
2023
Q4
$228K Buy
2023
Q3
Sell
2023
Q2
$218K Hold
2023
Q1
$205K Buy
2022
Q2
Sell
2022
Q1
$201K Hold
2021
Q4
$240K Hold
2021
Q3
$224K Hold
2021
Q2
$208K Buy