Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$814K Hold
2025
Q2
$674K Hold
2025
Q1
$557K Buy
2024
Q4
$520K Buy
2024
Q3
$433K Hold
2024
Q2
$532K Hold
2024
Q1
$505K Hold
2023
Q4
$394K Hold
2023
Q3
$306K Hold
2023
Q2
$377K Hold
2023
Q1
$354K Hold
2022
Q4
$284K Hold
2022
Q3
$216K Hold
2022
Q2
$247K Hold
2022
Q1
$347K Buy