Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$346K Buy
2025
Q2
$282K Buy
2025
Q1
$239K Buy
2024
Q4
$234K Buy
2024
Q3
$166K Buy
2024
Q2
$144K Buy
2024
Q1
$111K Buy