Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$426K Sell
2025
Q2
$660K Buy
2025
Q1
$92.9K Buy
2024
Q4
$75K Sell
2024
Q3
$400K Sell
2024
Q2
$770K Buy
2024
Q1
$330K Sell
2023
Q4
$399K Buy