Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$687K Sell
2025
Q2
$706K Buy
2025
Q1
$735K Buy
2024
Q4
$672K Hold
2024
Q3
$701K Hold
2024
Q2
$620K Hold
2024
Q1
$630K Buy
2023
Q4
$538K Buy