Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$621K Hold
2025
Q1
$562K Hold
2024
Q4
$531K Hold
2024
Q3
$465K Hold
2024
Q2
$400K Hold
2024
Q1
$400K Buy
2022
Q3
$327K Hold
2022
Q2
$346K Hold
2022
Q1
$473K Hold
2021
Q4
$554K Buy