Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$749K Hold
2025
Q2
$711K Hold
2025
Q1
$576K Hold
2024
Q4
$729K Hold
2024
Q3
$746K Hold
2024
Q2
$636K Hold
2024
Q1
$723K Hold
2023
Q4
$573K Hold
2023
Q3
$546K Hold
2023
Q2
$577K Hold
2023
Q1
$424K Hold
2022
Q4
$409K Hold
2022
Q3
$388K Hold
2022
Q2
$311K Hold
2022
Q1
$320K Hold
2021
Q4
$363K Buy
2019
Q4
$257K Buy