Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$801K Sell
2025
Q2
$939K Buy
2025
Q1
$699K Sell
2024
Q4
$648K Buy
2024
Q3
$316K Buy
2024
Q2
$233K Sell
2024
Q1
$316K Buy
2023
Q4
$246K Buy