Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$672K Hold
2025
Q2
$665K Hold
2025
Q1
$741K Hold
2024
Q4
$620K Hold
2024
Q3
$767K Hold
2024
Q2
$744K Hold
2024
Q1
$677K Hold
2023
Q4
$686K Sell
2023
Q3
$679K Hold
2023
Q2
$561K Hold
2023
Q1
$611K Hold
2022
Q4
$663K Buy