Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$502K Hold
2025
Q2
$511K Hold
2025
Q1
$457K Hold
2024
Q4
$545K Hold
2024
Q3
$636K Hold
2024
Q2
$543K Hold
2024
Q1
$677K Hold
2023
Q4
$782K Hold
2023
Q3
$688K Hold
2023
Q2
$795K Hold
2023
Q1
$883K Buy