Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$650K Buy
2025
Q2
$665K Buy
2025
Q1
$691K Buy
2024
Q4
$630K Hold
2024
Q3
$642K Buy
2024
Q2
$578K Buy
2024
Q1
$585K Sell
2023
Q4
$486K Buy