Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$676K Buy
2024
Q4
$559K Sell
2024
Q3
$700K Hold
2024
Q2
$574K Hold
2024
Q1
$584K Hold
2023
Q4
$662K Hold
2023
Q3
$515K Hold
2023
Q2
$533K Hold
2023
Q1
$605K Buy
2022
Q4
$614K Buy
2022
Q3
$420K Hold
2022
Q2
$420K Hold
2022
Q1
$459K Buy