Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$733K Buy
2025
Q2
$584K Buy
2025
Q1
$492K Buy
2024
Q4
$349K Sell
2024
Q3
$535K Buy
2024
Q2
$476K Sell
2024
Q1
$535K Buy
2023
Q4
$451K Buy
2023
Q3
$263K Buy
2023
Q2
Sell
2023
Q1
$203K Buy