Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$788K Buy
2025
Q2
$744K Buy
2025
Q1
$525K Sell
2024
Q4
$786K Buy
2024
Q3
$782K Sell
2024
Q2
$806K Buy
2024
Q1
$750K Sell
2023
Q4
$710K Buy