Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$949K Buy
2025
Q1
$895K Buy
2024
Q4
$915K Buy
2024
Q3
$916K Buy
2024
Q2
Sell
2024
Q1
$391K Buy