Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$749K Buy
2025
Q2
$757K Sell
2025
Q1
$777K Sell
2024
Q4
$839K Buy
2024
Q3
$870K Buy
2024
Q2
$781K Buy
2024
Q1
$917K Sell
2023
Q4
$924K Buy
2023
Q3
$579K Sell
2023
Q2
$726K Buy