Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$908K Hold
2025
Q2
$1.05M Hold
2025
Q1
$816K Hold
2024
Q4
$835K Hold
2024
Q3
$825K Hold
2024
Q2
$873K Hold
2024
Q1
$864K Hold
2023
Q4
$831K Hold
2023
Q3
$679K Hold
2023
Q2
$609K Hold
2023
Q1
$593K Hold
2022
Q4
$517K Hold
2022
Q3
$515K Hold
2022
Q2
$512K Hold
2022
Q1
$639K Hold
2021
Q4
$855K Hold
2021
Q3
$717K Hold
2021
Q2
$651K Hold
2021
Q1
$541K Sell
2020
Q4
$580K Buy