Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$647K Buy
2025
Q1
$525K Buy
2024
Q4
$481K Buy
2024
Q3
$478K Buy
2024
Q2
$394K Buy
2024
Q1
$400K Buy
2023
Q4
$343K Buy
2023
Q3
$299K Buy