Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$533K Hold
2025
Q2
$509K Hold
2025
Q1
$387K Hold
2024
Q4
$473K Hold
2024
Q3
$472K Buy
2024
Q2
$376K Hold
2024
Q1
$375K Hold
2023
Q4
$289K Hold
2023
Q3
$256K Hold
2023
Q2
$241K Hold
2023
Q1
$206K Buy
2022
Q1
Sell
2021
Q4
$207K Buy