Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$524K Hold
2025
Q2
$495K Hold
2025
Q1
$468K Hold
2024
Q4
$518K Hold
2024
Q3
$443K Hold
2024
Q2
$376K Buy
2024
Q1
$394K Buy
2023
Q4
$365K Hold
2023
Q3
$355K Hold
2023
Q2
$345K Hold
2023
Q1
$375K Buy
2022
Q4
$278K Hold
2022
Q3
$302K Sell
2022
Q2
$696K Buy
2022
Q1
$493K Hold
2021
Q4
$802K Buy
2021
Q3
$1.06M Sell
2021
Q2
$1.87M Buy
2021
Q1
$1.42M Buy
2020
Q4
$1.39M Buy