Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$855K Buy
2025
Q1
$952K Buy
2024
Q4
$668K Buy
2024
Q3
$795K Buy
2024
Q2
$759K Buy
2024
Q1
$672K Buy
2023
Q4
$638K Buy
2023
Q3
$579K Buy