Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$714K Hold
2025
Q2
$630K Hold
2025
Q1
$512K Hold
2024
Q4
$411K Hold
2024
Q3
$474K Hold
2024
Q2
$386K Hold
2024
Q1
$483K Hold
2023
Q4
$437K Hold
2023
Q3
$348K Hold
2023
Q2
$340K Hold
2023
Q1
$287K Buy
2022
Q4
$225K Buy