Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$806K Hold
2025
Q2
$769K Hold
2025
Q1
$586K Hold
2024
Q4
$715K Hold
2024
Q3
$714K Hold
2024
Q2
$675K Hold
2024
Q1
$674K Sell
2023
Q4
$773K Hold
2023
Q3
$685K Hold
2023
Q2
$646K Buy