Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$956K Buy
2025
Q2
$606K Buy
2025
Q1
$514K Hold
2024
Q4
$581K Sell
2024
Q3
$683K Buy
2024
Q2
$455K Hold
2024
Q1
$486K Hold
2023
Q4
$420K Buy
2023
Q2
$381K Hold
2023
Q1
$334K Hold
2022
Q4
$277K Buy
2022
Q2
$240K Buy
2022
Q1
$205K Hold
2021
Q4
$272K Hold
2021
Q3
$221K Buy