Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$512K Buy
2025
Q2
$417K Buy
2025
Q1
$224K Sell
2024
Q4
$211K Sell
2024
Q3
$385K Sell
2024
Q2
$441K Buy
2024
Q1
$387K Buy
2023
Q4
$386K Buy
2023
Q3
$304K Buy
2023
Q2
$168K Sell
2023
Q1
$149K Buy