Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$723K Buy
2025
Q2
$558K Buy
2025
Q1
$423K Buy
2024
Q4
$257K Sell
2024
Q3
$334K Buy
2024
Q2
$316K Buy
2024
Q1
$266K Buy
2023
Q4
$205K Buy