Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$885K Hold
2025
Q2
$713K Buy
2025
Q1
$772K Buy
2024
Q4
$816K Buy
2024
Q3
$738K Buy
2024
Q2
$644K Hold
2024
Q1
$524K Buy
2023
Q4
$580K Hold
2023
Q3
$516K Sell
2023
Q2
$590K Buy
2023
Q1
$501K Sell
2022
Q4
$404K Buy