Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$677K Hold
2025
Q2
$743K Hold
2025
Q1
$736K Hold
2024
Q4
$854K Hold
2024
Q3
$994K Hold
2024
Q2
$1.07M Hold
2024
Q1
$969K Hold
2023
Q4
$1.15M Hold
2023
Q3
$979K Hold
2023
Q2
$939K Hold
2023
Q1
$740K Hold
2022
Q4
$646K Hold
2022
Q3
$528K Hold
2022
Q2
$703K Hold
2022
Q1
$875K Hold
2021
Q4
$1.09M Buy