Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$723K Buy
2025
Q2
$752K Hold
2025
Q1
$634K Buy
2024
Q4
$555K Buy
2024
Q3
$481K Buy
2024
Q2
$273K Hold
2024
Q1
$301K Sell
2023
Q4
$267K Sell
2023
Q3
$232K Hold
2023
Q2
$221K Hold
2023
Q1
$216K Buy
2022
Q4
$222K Buy
2022
Q3
Sell
2022
Q2
$223K Hold
2022
Q1
$206K Hold
2021
Q4
$211K Buy