Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$692K Hold
2025
Q2
$774K Hold
2025
Q1
$940K Buy
2024
Q4
$939K Hold
2024
Q3
$852K Buy
2024
Q2
$746K Buy
2024
Q1
$730K Hold
2023
Q4
$639K Buy
2023
Q3
$568K Buy
2023
Q2
$546K Hold
2023
Q1
$562K Hold
2022
Q4
$581K Sell
2022
Q3
$500K Sell
2022
Q2
$741K Hold
2022
Q1
$943K Hold
2021
Q4
$784K Hold
2021
Q3
$774K Buy
2021
Q2
$654K Buy
2021
Q1
$339K Buy