Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$573K Buy
2025
Q1
$827K Buy
2024
Q4
$292K Buy
2023
Q3
Sell
2023
Q2
$222K Buy
2023
Q1
$258K Buy
2022
Q4
$275K Buy