Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$583K Hold
2025
Q3
$699K Hold
2025
Q2
$665K Hold
2025
Q1
$520K Hold
2024
Q4
$430K Hold
2024
Q3
$536K Hold
2024
Q2
$518K Hold
2024
Q1
$549K Buy