Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$707K Hold
2024
Q3
$692K Sell
2024
Q2
$815K Hold
2024
Q1
$783K Hold
2023
Q4
$842K Hold
2023
Q3
$753K Buy