Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$382K Buy
2025
Q2
$344K Buy
2025
Q1
$296K Buy
2024
Q4
$297K Buy
2024
Q3
$303K Buy
2024
Q2
$284K Buy
2024
Q1
$352K Buy
2023
Q4
$234K Buy
2023
Q3
$170K Buy
2023
Q2
$175K Buy