Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$255K Sell
2025
Q2
$349K Sell
2025
Q1
$591K Buy
2024
Q4
$571K Buy
2024
Q3
$608K Buy
2024
Q2
$582K Buy
2024
Q1
$520K Buy
2023
Q4
$561K Buy