Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$660K Buy
2025
Q2
$452K Sell
2025
Q1
$416K Buy
2024
Q4
$435K Buy
2024
Q3
$437K Buy
2024
Q2
$409K Sell
2024
Q1
$496K Sell
2023
Q4
$471K Sell
2023
Q3
$383K Buy
2023
Q2
$417K Buy
2023
Q1
$286K Buy