Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$993K Sell
2025
Q2
$908K Buy
2025
Q1
$701K Buy
2024
Q4
$808K Buy
2024
Q3
$621K Buy
2024
Q2
$287K Buy
2024
Q1
$248K Buy