Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$868K Buy
2025
Q2
$848K Sell
2025
Q1
$819K Buy
2024
Q4
$711K Buy
2024
Q3
$749K Buy
2024
Q2
$557K Sell
2024
Q1
$577K Sell
2023
Q4
$603K Sell
2023
Q3
$978K Buy