Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$767K Hold
2025
Q2
$588K Hold
2025
Q1
$563K Hold
2024
Q4
$592K Hold
2024
Q3
$594K Hold
2024
Q2
$480K Hold
2024
Q1
$552K Hold
2023
Q4
$443K Hold
2023
Q3
$350K Buy
2023
Q2
$245K Buy