Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$952K Buy
2025
Q2
$740K Buy
2025
Q1
$672K Buy
2024
Q4
$557K Buy
2024
Q3
$421K Buy
2024
Q2
$344K Buy
2024
Q1
$258K Buy
2023
Q4
$200K Buy