Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$465K Buy
2025
Q2
$470K Buy
2025
Q1
$475K Buy
2024
Q4
$480K Buy
2024
Q3
$477K Buy
2024
Q2
$385K Buy
2024
Q1
$439K Buy
2023
Q4
$411K Buy