Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$576K Sell
2025
Q2
$716K Hold
2025
Q1
$768K Buy
2024
Q4
$773K Buy
2024
Q3
$505K Buy
2024
Q2
$402K Buy
2024
Q1
$414K Buy
2023
Q4
$356K Buy
2023
Q3
$304K Buy