Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$257K Sell
2025
Q1
$729K Buy
2024
Q4
$635K Sell
2024
Q3
$618K Buy
2024
Q2
$514K Sell
2024
Q1
$618K Buy
2023
Q4
$474K Buy
2023
Q3
$335K Buy