Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$592K Sell
2025
Q2
$640K Buy
2025
Q1
$519K Sell
2024
Q4
$509K Buy
2024
Q3
$478K Buy
2024
Q2
$444K Buy
2024
Q1
$245K Sell
2023
Q4
$231K Buy