Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$803K Buy
2025
Q2
$762K Buy
2025
Q1
$586K Buy
2024
Q4
$644K Hold
2024
Q3
$805K Hold
2024
Q2
$686K Hold
2024
Q1
$604K Hold
2023
Q4
$517K Buy