Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$698K Hold
2025
Q2
$730K Hold
2025
Q1
$615K Hold
2024
Q4
$544K Hold
2024
Q3
$547K Hold
2024
Q2
$428K Hold
2024
Q1
$473K Hold
2023
Q4
$405K Hold
2023
Q3
$347K Hold
2023
Q2
$331K Hold
2023
Q1
$324K Hold
2022
Q4
$349K Buy