Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$631K Buy
2025
Q2
$555K Buy
2025
Q1
$384K Sell
2024
Q4
$403K Buy
2024
Q3
$336K Hold
2024
Q2
$402K Sell
2024
Q1
$430K Buy
2023
Q4
$567K Buy
2023
Q3
$373K Buy
2023
Q2
$397K Buy
2023
Q1
$258K Buy