Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$746K Hold
2025
Q2
$675K Hold
2025
Q1
$658K Hold
2024
Q4
$549K Hold
2024
Q3
$501K Hold
2024
Q2
$440K Hold
2024
Q1
$445K Buy