Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$789K Buy
2025
Q2
$870K Buy
2025
Q1
$757K Buy
2024
Q4
$983K Buy
2024
Q3
$888K Buy
2024
Q2
$608K Buy
2024
Q1
$658K Buy
2023
Q4
$594K Buy