Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$892K Buy
2025
Q2
$637K Buy
2025
Q1
$685K Buy
2024
Q4
$489K Buy
2024
Q3
$471K Buy
2024
Q2
$330K Buy
2024
Q1
$157K Sell
2023
Q4
$210K Buy