Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$707K Sell
2025
Q2
$734K Sell
2025
Q1
$776K Sell
2024
Q4
$669K Buy
2024
Q3
$680K Buy
2024
Q2
$716K Buy
2024
Q1
$654K Buy
2023
Q4
$626K Buy