Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$572K Hold
2025
Q2
$543K Hold
2025
Q1
$520K Hold
2024
Q4
$646K Hold
2024
Q3
$612K Hold
2024
Q2
$601K Hold
2024
Q1
$714K Hold
2023
Q4
$788K Hold
2023
Q3
$633K Hold
2023
Q2
$812K Hold
2023
Q1
$876K Hold
2022
Q4
$863K Hold
2022
Q3
$880K Hold
2022
Q2
$949K Hold
2022
Q1
$1.31M Hold
2021
Q4
$1.74M Hold
2021
Q3
$1.99M Hold
2021
Q2
$3.55M Hold
2021
Q1
$4.85M Buy