Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$705K Hold
2025
Q2
$767K Buy
2025
Q1
$550K Hold
2024
Q4
$611K Hold
2024
Q3
$627K Hold
2024
Q2
$575K Hold
2024
Q1
$691K Hold
2023
Q4
$656K Hold
2023
Q3
$668K Hold
2023
Q2
$689K Hold
2023
Q1
$634K Hold
2022
Q4
$671K Hold
2022
Q3
$596K Buy
2022
Q2
$325K Hold
2022
Q1
$325K Hold
2021
Q4
$302K Buy