Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$596K Buy
2025
Q2
$548K Buy
2025
Q1
$609K Buy
2024
Q4
$460K Buy
2024
Q3
$427K Buy
2024
Q2
$409K Sell
2024
Q1
$437K Buy
2023
Q4
$351K Buy