Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$942K Buy
2025
Q2
$781K Buy
2025
Q1
$455K Buy
2024
Q4
$563K Hold
2024
Q3
$509K Hold
2024
Q2
$518K Hold
2024
Q1
$379K Buy