Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$797K Hold
2025
Q2
$688K Hold
2025
Q1
$694K Hold
2024
Q4
$698K Hold
2024
Q3
$888K Buy
2024
Q2
$245K Buy
2022
Q1
Sell
2021
Q4
$483K Buy