Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$550K Hold
2025
Q2
$630K Buy
2025
Q1
$561K Hold
2024
Q4
$496K Buy
2024
Q3
$498K Hold
2024
Q2
$515K Hold
2024
Q1
$542K Hold
2023
Q4
$640K Buy
2023
Q3
$431K Hold
2023
Q2
$383K Buy
2023
Q1
$274K Buy