Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$740K Hold
2025
Q2
$575K Hold
2025
Q1
$368K Hold
2024
Q4
$439K Hold
2024
Q3
$448K Hold
2024
Q2
$372K Hold
2024
Q1
$331K Hold
2023
Q4
$277K Sell
2023
Q3
$286K Buy
2023
Q2
$313K Hold
2023
Q1
$245K Hold
2022
Q4
$215K Hold
2022
Q3
$161K Hold
2022
Q2
$184K Hold
2022
Q1
$218K Hold
2021
Q4
$230K Buy