Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$802K Buy
2025
Q2
$643K Buy
2025
Q1
$545K Buy
2024
Q4
$542K Buy
2024
Q3
$582K Hold
2024
Q2
$521K Buy
2024
Q1
$454K Buy
2023
Q4
$278K Hold
2023
Q3
$237K Hold
2023
Q2
$227K Sell
2023
Q1
$247K Sell
2022
Q4
$284K Sell
2022
Q3
$248K Sell
2022
Q2
$293K Hold
2022
Q1
$314K Sell
2021
Q4
$279K Buy