Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$788K Hold
2025
Q2
$773K Hold
2025
Q1
$746K Hold
2024
Q4
$655K Hold
2024
Q3
$694K Hold
2024
Q2
$519K Sell
2024
Q1
$539K Hold
2023
Q4
$555K Hold
2023
Q3
$475K Hold
2023
Q2
$508K Buy
2023
Q1
$418K Buy