Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$834K Sell
2025
Q2
$888K Buy
2025
Q1
$877K Buy
2024
Q4
$790K Sell
2024
Q3
$1M Buy
2024
Q2
$923K Buy
2024
Q1
$721K Buy
2023
Q4
$670K Buy