Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$776K Hold
2025
Q2
$758K Hold
2025
Q1
$645K Hold
2024
Q4
$787K Hold
2024
Q3
$645K Hold
2024
Q2
$637K Hold
2024
Q1
$732K Hold
2023
Q4
$526K Hold
2023
Q3
$448K Hold
2023
Q2
$354K Hold
2023
Q1
$191K Hold
2022
Q4
$200K Buy