Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$582K Buy
2025
Q2
$460K Sell
2025
Q1
$429K Sell
2024
Q4
$534K Buy
2024
Q3
$534K Buy
2024
Q2
$415K Buy
2024
Q1
$382K Buy
2023
Q4
$324K Buy
2023
Q3
$254K Buy