Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$912K Buy
2025
Q2
$732K Buy
2025
Q1
$477K Buy
2024
Q4
$442K Buy
2024
Q3
$374K Sell
2024
Q2
$393K Sell
2024
Q1
$314K Sell
2023
Q4
$246K Buy