Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$836K Hold
2025
Q2
$808K Hold
2025
Q1
$828K Hold
2024
Q4
$884K Hold
2024
Q3
$839K Hold
2024
Q2
$875K Hold
2024
Q1
$928K Hold
2023
Q4
$886K Buy