Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$790K Hold
2025
Q2
$782K Hold
2025
Q1
$872K Hold
2024
Q4
$730K Hold
2024
Q3
$902K Hold
2024
Q2
$875K Hold
2024
Q1
$796K Hold
2023
Q4
$806K Hold
2023
Q3
$753K Hold
2023
Q2
$622K Hold
2023
Q1
$677K Buy
2022
Q4
$394K Buy
2021
Q1
Sell
2020
Q4
$227K Buy