Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$811K Buy
2025
Q2
$478K Buy
2025
Q1
$345K Hold
2024
Q4
$493K Hold
2024
Q3
$513K Hold
2024
Q2
$575K Hold
2024
Q1
$564K Hold
2023
Q4
$644K Buy
2023
Q3
$473K Hold
2023
Q2
$555K Buy