Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$465K Sell
2025
Q2
$948K Buy
2025
Q1
$737K Hold
2024
Q4
$717K Hold
2024
Q3
$702K Hold
2024
Q2
$727K Hold
2024
Q1
$769K Hold
2023
Q4
$791K Hold
2023
Q3
$727K Hold
2023
Q2
$768K Hold
2023
Q1
$784K Hold
2022
Q4
$647K Buy