Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$496K Buy
2025
Q2
$552K Sell
2025
Q1
$508K Buy
2024
Q4
$437K Buy
2024
Q3
$367K Buy
2024
Q2
$319K Sell
2024
Q1
$422K Buy
2023
Q4
$326K Sell
2023
Q3
$288K Sell
2023
Q2
$305K Buy