Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$678K Hold
2025
Q2
$589K Hold
2025
Q1
$665K Hold
2024
Q4
$582K Hold
2024
Q3
$618K Hold
2024
Q2
$710K Hold
2024
Q1
$742K Hold
2023
Q4
$697K Buy