Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$693K Hold
2025
Q1
$799K Hold
2024
Q4
$665K Hold
2024
Q3
$679K Hold
2024
Q2
$738K Hold
2024
Q1
$763K Buy