Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$731K Buy
2025
Q2
$648K Hold
2025
Q1
$667K Hold
2024
Q4
$591K Hold
2024
Q3
$513K Hold
2024
Q2
$417K Hold
2024
Q1
$412K Buy
2023
Q4
$292K Hold
2023
Q3
$267K Hold
2023
Q2
$281K Hold
2023
Q1
$311K Hold
2022
Q4
$325K Hold
2022
Q3
$291K Hold
2022
Q2
$325K Hold
2022
Q1
$337K Buy
2021
Q4
$223K Buy