Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$543K Hold
2025
Q2
$451K Hold
2025
Q1
$342K Hold
2024
Q4
$317K Hold
2024
Q3
$390K Hold
2024
Q2
$415K Hold
2024
Q1
$351K Hold
2023
Q4
$292K Sell
2023
Q3
$257K Hold
2023
Q2
$272K Hold
2023
Q1
$224K Hold
2022
Q4
$211K Buy