Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$680K Buy
2025
Q2
$489K Buy
2025
Q1
$349K Sell
2024
Q4
$343K Buy
2024
Q3
$339K Buy
2024
Q2
$383K Buy
2024
Q1
$309K Sell
2023
Q4
$275K Buy