Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1M Hold
2025
Q2
$901K Hold
2025
Q1
$881K Hold
2024
Q4
$843K Hold
2024
Q3
$807K Hold
2024
Q2
$707K Buy
2024
Q1
$692K Hold
2023
Q4
$689K Hold
2023
Q3
$635K Hold
2023
Q2
$711K Hold
2023
Q1
$730K Hold
2022
Q4
$748K Hold
2022
Q3
$710K Hold
2022
Q2
$808K Sell
2022
Q1
$885K Hold
2021
Q4
$751K Buy
2019
Q4
$749K Buy