Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$941K Hold
2025
Q2
$758K Buy
2025
Q1
$629K Hold
2024
Q4
$919K Hold
2024
Q3
$855K Hold
2024
Q2
$773K Hold
2024
Q1
$629K Hold
2023
Q4
$706K Buy