Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$587K Hold
2025
Q2
$584K Buy
2025
Q1
$611K Buy
2024
Q4
$630K Buy
2024
Q3
$558K Buy
2024
Q2
$495K Buy
2024
Q1
$579K Buy
2023
Q4
$453K Buy
2023
Q3
$367K Buy
2023
Q2
$348K Buy
2023
Q1
$308K Buy
2022
Q4
$245K Buy
2022
Q3
Sell
2022
Q2
$228K Buy