Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$962K Hold
2025
Q2
$1M Hold
2025
Q1
$987K Hold
2024
Q4
$890K Hold
2024
Q3
$775K Buy
2024
Q2
$729K Hold
2024
Q1
$775K Hold
2023
Q4
$723K Buy
2023
Q3
$637K Sell
2023
Q2
$658K Sell
2023
Q1
$634K Sell
2022
Q4
$593K Sell
2022
Q3
$622K Buy
2022
Q2
$682K Sell
2022
Q1
$789K Buy
2021
Q4
$662K Sell
2021
Q3
$684K Sell
2021
Q2
$724K Buy
2021
Q1
$650K Buy
2020
Q4
$652K Buy