Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$882K Hold
2025
Q2
$917K Hold
2025
Q1
$905K Hold
2024
Q4
$816K Hold
2024
Q3
$710K Hold
2024
Q2
$678K Hold
2024
Q1
$721K Buy
2023
Q4
$531K Hold
2023
Q3
$469K Buy
2023
Q2
$368K Buy
2023
Q1
$213K Buy