Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$903K Hold
2025
Q2
$765K Buy
2025
Q1
$607K Hold
2024
Q4
$607K Buy
2024
Q3
$549K Hold
2024
Q2
$559K Sell
2024
Q1
$589K Sell
2023
Q4
$519K Buy