Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$595K Sell
2025
Q2
$659K Buy
2025
Q1
$688K Buy
2024
Q4
$537K Sell
2024
Q3
$721K Sell
2024
Q2
$882K Buy
2024
Q1
$709K Sell
2023
Q4
$1.16M Buy