Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$490K Buy
2025
Q2
$498K Buy
2025
Q1
$496K Hold
2024
Q4
$502K Hold
2024
Q3
$456K Hold
2024
Q2
$408K Hold
2024
Q1
$398K Hold
2023
Q4
$351K Hold
2023
Q3
$317K Buy
2023
Q2
$216K Hold
2023
Q1
$222K Buy
2018
Q4
Sell
2018
Q3
$210K Buy