Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$889K Buy
2025
Q2
$620K Buy
2025
Q1
$571K Sell
2024
Q4
$627K Buy
2024
Q3
$526K Buy
2024
Q2
$409K Buy
2024
Q1
$377K Buy
2023
Q4
$323K Buy