Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$540K Hold
2025
Q2
$541K Buy
2024
Q4
$519K Hold
2024
Q3
$500K Buy
2024
Q2
$405K Hold
2024
Q1
$460K Hold
2023
Q4
$402K Buy
2023
Q3
$429K Hold
2023
Q2
$457K Sell
2023
Q1
$450K Buy