Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$484K Buy
2025
Q2
$528K Buy
2024
Q4
$581K Buy
2024
Q3
$409K Buy
2024
Q2
$243K Buy
2024
Q1
$245K Buy
2023
Q3
Sell
2023
Q2
$202K Buy