Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$506K Buy
2025
Q2
$454K Buy
2025
Q1
$368K Sell
2024
Q4
$539K Buy
2024
Q3
$353K Buy
2024
Q2
$311K Sell
2024
Q1
$324K Buy
2023
Q4
$200K Buy