Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$716K Buy
2025
Q2
$627K Buy
2025
Q1
$525K Hold
2024
Q4
$605K Buy
2024
Q3
$484K Buy
2024
Q2
$472K Hold
2024
Q1
$441K Hold
2023
Q4
$371K Buy