Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$771K Buy
2025
Q2
$602K Sell
2025
Q1
$812K Sell
2024
Q4
$856K Buy
2024
Q3
$508K Sell
2024
Q2
$612K Buy
2024
Q1
$573K Buy
2023
Q4
$489K Buy
2023
Q3
$419K Buy
2023
Q2
$256K Buy