Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$486K Hold
2025
Q2
$603K Hold
2025
Q1
$610K Hold
2024
Q4
$702K Hold
2024
Q3
$896K Hold
2024
Q2
$831K Hold
2024
Q1
$920K Hold
2023
Q4
$911K Hold
2023
Q3
$968K Hold
2023
Q2
$1.51M Hold
2023
Q1
$1.76M Hold
2022
Q4
$1.8M Hold
2022
Q3
$1.53M Buy