Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$636K Buy
2025
Q2
$659K Buy
2025
Q1
$587K Hold
2024
Q4
$569K Buy
2024
Q3
$462K Hold
2024
Q2
$443K Buy
2024
Q1
$355K Sell
2023
Q4
$329K Hold
2023
Q3
$281K Hold
2023
Q2
$268K Hold
2023
Q1
$247K Hold
2022
Q4
$227K Buy
2022
Q3
$220K Hold
2022
Q2
$223K Hold
2022
Q1
$268K Hold
2021
Q4
$265K Hold
2021
Q3
$209K Buy