Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$542K Hold
2025
Q2
$523K Hold
2025
Q1
$561K Hold
2024
Q4
$647K Hold
2024
Q3
$629K Hold
2024
Q2
$690K Hold
2024
Q1
$666K Hold
2023
Q4
$582K Hold
2023
Q3
$609K Hold
2023
Q2
$570K Hold
2023
Q1
$526K Hold
2022
Q4
$398K Hold
2022
Q3
$341K Hold
2022
Q2
$521K Hold
2022
Q1
$532K Sell
2021
Q4
$627K Buy