Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$854K Hold
2025
Q2
$864K Buy
2025
Q1
$839K Hold
2024
Q4
$847K Hold
2024
Q3
$879K Hold
2024
Q2
$797K Hold
2024
Q1
$939K Hold
2023
Q4
$872K Hold
2023
Q3
$732K Hold
2023
Q2
$868K Hold
2023
Q1
$734K Hold
2022
Q4
$676K Hold
2022
Q3
$602K Hold
2022
Q2
$597K Hold
2022
Q1
$701K Hold
2021
Q4
$810K Hold
2021
Q3
$703K Hold
2021
Q2
$761K Hold
2021
Q1
$720K Hold
2020
Q4
$727K Buy