Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.17M Buy
2025
Q2
$1.29M Hold
2025
Q1
$1.18M Buy
2024
Q4
$1.23M Buy
2024
Q3
$1.1M Hold
2024
Q2
$1.14M Buy
2024
Q1
$1.03M Buy
2023
Q4
$424K Hold
2023
Q3
$373K Buy
2023
Q2
$409K Buy
2023
Q1
$348K Buy
2022
Q4
$326K Hold
2022
Q3
$254K Buy
2022
Q2
$255K Buy
2022
Q1
$286K Hold
2021
Q4
$306K Hold
2021
Q3
$312K Hold
2021
Q2
$322K Hold
2021
Q1
$319K Hold
2020
Q4
$313K Buy