Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$882K Buy
2025
Q2
$916K Buy
2025
Q1
$659K Hold
2024
Q4
$659K Buy
2024
Q3
$552K Sell
2024
Q2
$524K Buy
2024
Q1
$462K Hold
2023
Q4
$462K Buy
2023
Q3
$396K Sell
2023
Q2
$382K Hold
2023
Q1
$374K Buy
2022
Q4
$401K Buy