Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$960K Buy
2025
Q2
$671K Sell
2025
Q1
$775K Buy
2024
Q4
$873K Hold
2024
Q3
$812K Buy
2024
Q2
$700K Buy
2024
Q1
$519K Hold
2023
Q4
$582K Buy