Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$887K Buy
2025
Q2
$660K Buy
2025
Q1
$632K Buy
2024
Q4
$664K Buy
2024
Q3
$659K Hold
2024
Q2
$533K Hold
2024
Q1
$613K Hold
2023
Q4
$492K Hold
2023
Q3
$389K Hold
2023
Q2
$396K Hold
2023
Q1
$362K Sell
2022
Q4
$283K Buy
2022
Q3
$229K Hold
2022
Q2
$248K Hold
2022
Q1
$284K Hold
2021
Q4
$375K Buy