Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$735K Hold
2025
Q2
$630K Hold
2025
Q1
$595K Hold
2024
Q4
$512K Buy
2024
Q3
$433K Hold
2024
Q2
$416K Buy
2024
Q1
$313K Hold
2023
Q4
$323K Hold
2023
Q3
$314K Hold
2023
Q2
$315K Hold
2023
Q1
$272K Sell
2022
Q4
$271K Sell
2022
Q3
$227K Buy