Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$703K Hold
2025
Q2
$650K Hold
2025
Q1
$600K Hold
2024
Q4
$729K Hold
2024
Q3
$711K Hold
2024
Q2
$626K Buy
2024
Q1
$343K Hold
2023
Q4
$331K Buy
2023
Q3
$216K Hold
2023
Q2
$227K Buy