Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$562K Hold
2025
Q2
$620K Hold
2025
Q1
$523K Hold
2024
Q4
$474K Buy
2024
Q3
$486K Hold
2024
Q2
$446K Hold
2024
Q1
$477K Hold
2023
Q4
$396K Hold
2023
Q3
$423K Hold
2023
Q2
$474K Sell
2023
Q1
$501K Hold
2022
Q4
$489K Hold
2022
Q3
$475K Hold
2022
Q2
$450K Buy