Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$588K Hold
2025
Q2
$639K Hold
2025
Q1
$541K Hold
2024
Q4
$601K Hold
2024
Q3
$617K Hold
2024
Q2
$565K Hold
2024
Q1
$679K Buy
2023
Q4
Sell
2023
Q3
$657K Hold
2023
Q2
$678K Hold
2023
Q1
$623K Hold
2022
Q4
$660K Buy