Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$759K Hold
2025
Q2
$812K Hold
2025
Q1
$776K Hold
2024
Q4
$751K Hold
2024
Q3
$727K Hold
2024
Q2
$697K Hold
2024
Q1
$601K Hold
2023
Q4
$541K Hold
2023
Q3
$463K Hold
2023
Q2
$441K Sell
2023
Q1
$412K Buy
2022
Q4
$374K Hold
2022
Q3
$387K Buy
2022
Q2
$390K Hold
2022
Q1
$469K Buy
2021
Q4
$341K Hold
2021
Q3
$270K Hold
2021
Q2
$238K Buy