Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$512K Hold
2025
Q2
$490K Buy
2025
Q1
$433K Buy
2024
Q4
$358K Buy
2024
Q3
$456K Buy
2024
Q2
$458K Buy
2024
Q1
$536K Buy