Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$477K Buy
2025
Q2
$476K Buy
2025
Q1
$387K Buy
2024
Q4
$415K Buy
2024
Q3
$387K Buy
2024
Q2
$454K Buy
2024
Q1
$358K Sell
2023
Q4
$309K Buy
2023
Q3
$305K Sell
2023
Q2
$308K Buy