Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$604K Hold
2025
Q2
$631K Hold
2025
Q1
$533K Hold
2024
Q4
$471K Hold
2024
Q3
$474K Hold
2024
Q2
$370K Hold
2024
Q1
$409K Hold
2023
Q4
$350K Hold
2023
Q3
$301K Hold
2023
Q2
$287K Hold
2023
Q1
$281K Buy