Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$692K Hold
2025
Q2
$798K Hold
2025
Q1
$854K Hold
2024
Q4
$849K Hold
2024
Q3
$903K Hold
2024
Q2
$769K Hold
2024
Q1
$887K Hold
2023
Q4
$837K Hold
2023
Q3
$711K Hold
2023
Q2
$660K Hold
2023
Q1
$623K Hold
2022
Q4
$564K Hold
2022
Q3
$615K Hold
2022
Q2
$705K Hold
2022
Q1
$641K Hold
2021
Q4
$856K Hold
2021
Q3
$810K Sell
2021
Q2
$1.04M Hold
2021
Q1
$1.24M Hold
2020
Q4
$1.08M Hold
2020
Q3
$767K Hold
2020
Q2
$803K Hold
2020
Q1
$813K Buy