Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$873K Buy
2025
Q2
$674K Buy
2025
Q1
$394K Buy
2024
Q4
$383K Buy
2024
Q3
$315K Sell
2024
Q2
$362K Sell
2024
Q1
$506K Buy
2023
Q4
$527K Buy
2023
Q3
$462K Buy
2023
Q2
$321K Buy
2023
Q1
$218K Buy