Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$623K Hold
2025
Q2
$623K Hold
2025
Q1
$697K Hold
2024
Q4
$627K Hold
2024
Q3
$604K Hold
2024
Q2
$513K Hold
2024
Q1
$583K Hold
2023
Q4
$508K Hold
2023
Q3
$566K Hold
2023
Q2
$603K Hold
2023
Q1
$550K Hold
2022
Q4
$524K Hold
2022
Q3
$468K Sell
2022
Q2
$820K Sell
2022
Q1
$1.11M Buy
2021
Q4
$914K Buy