Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$841K Hold
2025
Q2
$816K Hold
2025
Q1
$770K Hold
2024
Q4
$698K Hold
2024
Q3
$824K Hold
2024
Q2
$746K Hold
2024
Q1
$764K Hold
2023
Q4
$747K Hold
2023
Q3
$745K Hold
2023
Q2
$764K Hold
2023
Q1
$650K Buy