Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$531K Buy
2025
Q1
$456K Buy
2024
Q4
$515K Buy
2024
Q3
$281K Buy
2024
Q2
$284K Buy
2024
Q1
$237K Buy
2023
Q4
$217K Buy
2023
Q3
$240K Buy