Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$604K Hold
2025
Q2
$711K Hold
2025
Q1
$677K Hold
2024
Q4
$741K Hold
2024
Q3
$779K Hold
2024
Q2
$677K Hold
2024
Q1
$749K Hold
2023
Q4
$727K Buy