Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$660K Sell
2025
Q2
$646K Hold
2025
Q1
$693K Hold
2024
Q4
$800K Hold
2024
Q3
$778K Hold
2024
Q2
$852K Hold
2024
Q1
$824K Hold
2023
Q4
$719K Hold
2023
Q3
$753K Hold
2023
Q2
$705K Hold
2023
Q1
$650K Buy