Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$979K Hold
2025
Q2
$1.01M Hold
2025
Q1
$1.05M Hold
2024
Q4
$938K Hold
2024
Q3
$872K Hold
2024
Q2
$835K Hold
2024
Q1
$815K Hold
2023
Q4
$720K Hold
2023
Q3
$697K Hold
2023
Q2
$665K Hold
2023
Q1
$675K Hold
2022
Q4
$644K Hold
2022
Q3
$588K Hold
2022
Q2
$572K Hold
2022
Q1
$651K Hold
2021
Q4
$580K Hold
2021
Q3
$558K Hold
2021
Q2
$581K Sell
2021
Q1
$669K Hold
2020
Q4
$565K Hold
2020
Q3
$411K Hold
2020
Q2
$451K Hold
2020
Q1
$303K Buy