Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$653K Buy
2025
Q2
$537K Hold
2025
Q1
$408K Hold
2024
Q4
$378K Hold
2024
Q3
$465K Hold
2024
Q2
$497K Hold
2024
Q1
$419K Hold
2023
Q4
$349K Hold
2023
Q3
$275K Hold
2023
Q2
$291K Hold
2023
Q1
$240K Hold
2022
Q4
$226K Buy
2022
Q2
Sell
2022
Q1
$220K Hold
2021
Q4
$258K Buy