Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$327K Buy
2023
Q4
Sell
2023
Q3
$518K Hold
2023
Q2
$522K Hold
2023
Q1
$508K Hold
2022
Q4
$496K Hold
2022
Q3
$488K Hold
2022
Q2
$483K Hold
2022
Q1
$488K Hold
2021
Q4
$493K Buy