Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$618K Hold
2025
Q2
$533K Hold
2025
Q1
$538K Hold
2024
Q4
$541K Hold
2024
Q3
$688K Hold
2024
Q2
$633K Hold
2024
Q1
$639K Hold
2023
Q4
$757K Buy