Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$603K Hold
2025
Q3
$653K Hold
2025
Q2
$572K Hold
2025
Q1
$529K Hold
2024
Q4
$513K Hold
2024
Q3
$598K Hold
2024
Q2
$600K Hold
2024
Q1
$572K Hold
2023
Q4
$506K Sell
2023
Q3
$410K Hold
2023
Q2
$507K Buy
2023
Q1
$463K Hold
2022
Q4
$489K Hold
2022
Q3
$387K Buy