Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$702K Hold
2025
Q1
$633K Hold
2024
Q4
$675K Hold
2024
Q3
$637K Buy
2024
Q2
$322K Hold
2024
Q1
$347K Hold
2023
Q4
$363K Hold
2023
Q3
$298K Buy