Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$614K Hold
2025
Q2
$656K Hold
2025
Q1
$627K Buy
2024
Q4
$607K Buy
2024
Q3
$576K Hold
2024
Q2
$530K Sell
2024
Q1
$494K Buy
2023
Q4
$429K Hold
2023
Q3
$367K Hold
2023
Q2
$350K Hold
2023
Q1
$323K Hold
2022
Q4
$297K Buy
2022
Q3
$283K Hold
2022
Q2
$288K Hold
2022
Q1
$346K Buy
2021
Q4
$284K Hold
2021
Q3
$225K Buy
2021
Q1
Sell
2020
Q4
$245K Buy