Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$942K Buy
2025
Q2
$741K Buy
2025
Q1
$823K Buy
2024
Q4
$694K Buy
2024
Q3
$442K Buy
2024
Q2
$369K Buy
2024
Q1
$379K Sell
2023
Q4
$614K Buy