Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$711K Buy
2025
Q2
$604K Buy
2025
Q1
$490K Hold
2024
Q4
$567K Hold
2024
Q3
$581K Hold
2024
Q2
$545K Hold
2024
Q1
$661K Hold
2023
Q4
$588K Hold
2023
Q3
$564K Hold
2023
Q2
$583K Hold
2023
Q1
$626K Hold
2022
Q4
$619K Hold
2022
Q3
$542K Hold
2022
Q2
$492K Buy
2022
Q1
$399K Buy