Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$776K Buy
2025
Q1
$680K Buy
2024
Q4
$580K Buy
2024
Q3
$704K Buy
2024
Q2
$584K Buy
2024
Q1
$572K Buy
2023
Q4
$459K Buy
2023
Q3
$355K Buy