Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$749K Hold
2025
Q2
$700K Hold
2025
Q1
$663K Hold
2024
Q4
$810K Hold
2024
Q3
$491K Hold
2024
Q2
$534K Hold
2024
Q1
$491K Hold
2023
Q4
$559K Hold
2023
Q3
$481K Hold
2023
Q2
$508K Buy