Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$614K Buy
2025
Q2
$429K Buy
2025
Q1
$218K Sell
2024
Q4
$244K Buy
2024
Q3
$205K Buy
2023
Q4
Sell
2023
Q3
$222K Buy