Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$730K Hold
2025
Q2
$738K Hold
2025
Q1
$626K Sell
2024
Q4
$1.28M Buy
2024
Q3
$602K Hold
2024
Q2
$497K Hold
2024
Q1
$521K Hold
2023
Q4
$480K Buy