Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$574K Buy
2025
Q2
$554K Buy
2025
Q1
$565K Hold
2024
Q4
$604K Hold
2024
Q3
$575K Hold
2024
Q2
$600K Hold
2024
Q1
$722K Buy
2023
Q4
$538K Hold
2023
Q3
$468K Hold
2023
Q2
$460K Hold
2023
Q1
$403K Hold
2022
Q4
$363K Hold
2022
Q3
$307K Hold
2022
Q2
$302K Hold
2022
Q1
$323K Hold
2021
Q4
$324K Buy
2020
Q1
Sell
2019
Q4
$117K Buy