Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$565K Sell
2025
Q2
$632K Hold
2025
Q1
$534K Hold
2024
Q4
$569K Hold
2024
Q3
$535K Hold
2024
Q2
$480K Hold
2024
Q1
$557K Hold
2023
Q4
$517K Hold
2023
Q3
$400K Hold
2023
Q2
$441K Hold
2023
Q1
$343K Buy