Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$877K Hold
2025
Q2
$830K Hold
2025
Q1
$542K Buy
2024
Q4
$609K Hold
2024
Q3
$408K Hold
2024
Q2
$302K Hold
2024
Q1
$373K Hold
2023
Q4
$491K Hold
2023
Q3
$213K Hold
2023
Q2
$153K Hold
2023
Q1
$113K Hold
2022
Q4
$96.7K Hold
2022
Q3
$188K Hold
2022
Q2
$181K Buy
2022
Q1
$370K Buy