Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$885K Buy
2025
Q2
$688K Buy
2025
Q1
$634K Buy
2024
Q4
$513K Buy
2024
Q3
$462K Buy
2024
Q2
$421K Buy
2024
Q1
$376K Buy
2023
Q4
$309K Sell
2023
Q3
$302K Buy