Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$625K Hold
2025
Q2
$615K Hold
2025
Q1
$645K Hold
2024
Q4
$564K Buy
2024
Q3
$502K Buy
2024
Q2
$197K Hold
2024
Q1
$200K Buy