Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$597K Buy
2025
Q2
$412K Buy
2025
Q1
$317K Buy
2024
Q4
$263K Sell
2024
Q3
$394K Buy
2024
Q2
$345K Sell
2024
Q1
$394K Buy
2023
Q4
$458K Buy
2023
Q3
$308K Buy
2023
Q2
$217K Buy