Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$633K Hold
2025
Q2
$621K Hold
2025
Q1
$599K Hold
2024
Q4
$526K Hold
2024
Q3
$557K Hold
2024
Q2
$417K Sell
2024
Q1
$433K Hold
2023
Q4
$446K Hold
2023
Q3
$382K Buy
2023
Q2
$408K Buy
2023
Q1
$428K Buy
2022
Q4
$489K Buy
2022
Q3
$450K Buy
2022
Q2
$527K Buy
2022
Q1
$606K Buy
2021
Q4
$723K Buy