Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$306K Sell
2025
Q2
$463K Buy
2025
Q1
$442K Buy
2024
Q4
$461K Buy
2024
Q3
$394K Buy
2024
Q2
$313K Buy
2024
Q1
$361K Buy
2023
Q4
$363K Buy
2023
Q3
$328K Buy
2023
Q2
$285K Buy
2023
Q1
$325K Buy