Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$994K Hold
2025
Q2
$823K Hold
2025
Q1
$681K Hold
2024
Q4
$712K Buy
2024
Q2
$1.05M Hold
2024
Q1
$997K Sell
2023
Q4
$817K Buy
2023
Q3
$605K Hold
2023
Q2
$744K Buy