Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$825K Hold
2025
Q2
$806K Hold
2025
Q1
$687K Hold
2024
Q4
$837K Sell
2024
Q3
$691K Hold
2024
Q2
$683K Hold
2024
Q1
$785K Hold
2023
Q4
$563K Buy
2022
Q3
$295K Hold
2022
Q2
$319K Buy
2022
Q1
$416K Hold
2021
Q4
$443K Buy