Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$696K Buy
2025
Q2
$682K Buy
2025
Q1
$605K Buy
2024
Q4
$493K Buy
2024
Q3
$491K Buy
2024
Q2
$455K Buy
2024
Q1
$388K Buy
2023
Q4
$323K Buy
2023
Q3
$241K Buy
2023
Q2
$260K Buy