Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$491K Buy
2025
Q2
$420K Buy
2025
Q1
$281K Buy
2024
Q4
$263K Buy
2024
Q3
$248K Buy
2024
Q2
$203K Buy
2024
Q1
$205K Buy