Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$686K Hold
2025
Q2
$661K Hold
2025
Q1
$709K Hold
2024
Q4
$818K Hold
2024
Q3
$796K Hold
2024
Q2
$872K Hold
2024
Q1
$843K Sell
2023
Q4
$738K Hold
2023
Q3
$773K Hold
2023
Q2
$723K Buy
2023
Q1
$619K Buy