Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Sell
2025
Q2
$341K Sell
2025
Q1
$670K Buy
2024
Q4
$678K Sell
2024
Q3
$633K Buy
2024
Q2
$542K Buy
2024
Q1
$533K Buy
2023
Q4
$463K Buy
2023
Q3
$416K Buy