Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$619K Buy
2025
Q2
$450K Buy
2025
Q1
$448K Buy
2024
Q4
$405K Buy
2024
Q3
$355K Buy
2024
Q2
$270K Buy
2024
Q1
$236K Buy
2023
Q4
Sell
2023
Q3
$207K Buy